About Us

Allen Pu, CFA

Allen Pu, CFA

Senior Portfolio Manager
Dimensional Fund Advisors

Allen Pu is a senior portfolio manager on the U.S.-based international equity team at Dimensional Fund Advisors, which serves as subadviser to the Virtus DFA Target Date Retirement Income Funds.

Mr. Pu bring an entrepreneurial background to this role. He joined Dimensional in 2006 from the California Institute of Technology, where he received nine U.S. patents while in separate roles as a staff researcher and product manager for a gaming startup company based on technologies developed at the university. In between those positions, Mr. Pu spent four years making private equity investments as a vice president for Mellon Ventures, an affiliate of Mellon Financial.

Mr. Pu earned his M.B.A. in finance and entrepreneurial studies from the Anderson School of Management at the University of California, Los Angeles; an M.S. and a Ph.D. in electrical engineering from the California Institute of Technology; and a B.S. in electrical engineering from the Cooper Union for the Advancement of Science and Art. He holds the Chartered Financial Analyst (CFA) designation. Mr. Pu began his career in the investment industry in 2002.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission and provides subadvisory services to Virtus Investment Partners for the Virtus DFA Target Date Retirement Income Funds.

Please carefully consider a Fund’s investment objectives, risks, charges, and expenses before investing. For this and other information about any Virtus mutual fund, call 1-800-243-4361 or visit Virtus.com for a prospectus and/or summary prospectus. Read it carefully before you invest or send money.

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