Skip to main content.
Search
  • Contact Us
  • Find Your Wholesaler
  • Investor Login
  • AdvisorCentral Login
  • Our Story

    Our Story

    Virtus Investment Partners is a premier provider of investment solutions to individuals, financial professionals, and institutions. We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes.

    Literature Library

    • About Us
    • Investor Relations
    • Management Team
    • Corporate Responsibility
    • Investment Partners
    • Careers
    • Press Center
  • Our Thinking

    Our Thinking

    Market insight and portfolio perspectives from our specialist managers across equities, fixed income, and alternatives.

    Literature Library

    Insights

    • All Insights
    • Investment Education
    • Market & Economic Perspectives
    • Portfolio Perspectives
    • Insights from Joe Terranova

    Investment Themes

    • All Themes
    • Quality Investing
    • Alternative Investments
    • Inflation Center
    • Income Insights
    • Why Mid Caps Matter
    • Retirement Focus
  • Our Products

    Our Products

    Virtus aims to drive better investor outcomes through distinguished investment strategies that strive to improve investor portfolios. Whether it is through risk-aware equity portfolios, flexible fixed income portfolios, or thoughtful non-traditional strategies, Virtus is proud to offer a select list of solutions.

    Literature Library

    Products

    • Mutual Funds
    • Retail Separate Accounts
    • Closed-End Funds
    • Variable Insurance Funds
    • Exchange-Traded Funds (ETFs)
    • UCITS
    • CollegeAccess 529
    • Collective Investment Trusts (CITs)

    Product Tools

    • Tapping into the Value of Water
    • Short End of the Curve
    • Compare Emerging Markets Funds
    • The Merger Fund® Interactive Chart
  • Investor Resources

    Investor Resources

    Virtus Fund resources for investors and financial professionals.

    Literature Library

    Mutual Fund Account Services

    • All Account Information & Resources
    • Taxes and Distributions
    • Account Forms and Applications
    • Online Account Information

    Fund Documents

    • Mutual Fund Documents
    • ETF Documents
    • Variable Insurance Fund Documents

    Investor Relations

    Virtus Client Account Access for Financial Professionals (AdvisorCentral)

  • Retirement

    Retirement

    Retirement planning resources and tools for investors and financial professionals.

    Literature Library

    • Retirement Planning Options
    • Retirement & Investment Calculators
    • DCIO Resources (for financial professionals)
    • Related Thought Leadership
  • Main Menu
  • Our Story
    • Our Story
      • Back to Main Menu
    • About Us
    • Investor Relations
    • Management Team
    • Corporate Responsibility
    • Investment Partners
    • Careers
    • Press Center
  • Our Thinking
    • Our Thinking
      • Back to Main Menu
    • Insights
    • Investment Themes
  • Our Products
    • Our Products
      • Back to Main Menu
    • Mutual Funds
    • Retail Separate Accounts
    • Closed-End Funds
    • Variable Insurance Funds
    • Exchange-Traded Funds
    • CollegeAccess 529
    • Tools
    • UCITS
    • Collective Investment Trusts (CITs)
  • Investor Resources
    • Investor Resources
      • Back to Main Menu
    • Mutual Fund Account Information & Resources
    • Mutual Fund Documents
    • Variable Insurance Fund Documents
    • ETF Documents
  • Retirement
    • Retirement
      • Back to Main Menu
    • Retirement Planning Options
    • Retirement & Investment Calculators
    • DCIO Resources (for financial professionals)
  • Contact Us
  • Find Your Wholesaler
  • Investor Login
  • AdvisorCentral Login

Explore Alternative Investment Strategies

With inflation surging, interest rates rising from generational lows, and increasing stock market volatility, it’s time to rethink traditional stock and bond allocations.

Alternative investment strategies aim to provide lower volatility, lower market risk, and low or negative correlation to traditional markets. With differentiated sources and patterns of returns, income, and diversification, alternatives may provide the potential to protect traditional portfolios against adverse market conditions.

Potential Benefits of Alternative Investments

Differentiated - Alts Icon

Differentiated Source and Pattern of Returns

Lower Volatility - Alts Icons

Potential for Lower Volatility

Lower Correlation - Alts Icon

Lower or Negative Correlation

Explore our educational content and alternative investment strategies

Westchester Capital Management Logo 960x600 Transparent Primary

Q4 Event-Driven Market Review and Outlook

“To paraphrase Mark Twain if I may, the reports of M&A’s demise were greatly exaggerated.”

Read More
Beams - Accent - Square

Assessing Deal Strength

While the confluence of geopolitical turmoil, increased inflation, bearish financial markets, and increased regulatory scrutiny have fueled uncertainty, the M&A arbitrage opportunity set remains attractive.

Read More
Accent - Westchester Bridge - square

An Introduction to Merger Arbitrage

Merger arbitrage is an alternative investment strategy offering traditional stock and bond investors the potential to create a more efficient and diversified portfolio, targeting both steady gains and minimization of drawdowns through up and down markets alike.

Read More

Exploring Alternative Investments

The Merger Fund animated IChart square accent

The Merger Fund® Interactive Chart

Launch Chart

See how The Merger Fund® can diversify traditional stock and bond portfolios in an interactive way.

Related Products

  • The Merger Fund®
  • Virtus Convertible Fund
  • Virtus Duff & Phelps Global Real Estate Securities Fund
  • Virtus Duff & Phelps Real Estate Securities Fund
  • Virtus Private Credit Strategy ETF
  • Virtus FORT Trend Fund
  • Virtus KAR Long/Short Equity Fund
  • Virtus Real Asset Income ETF
  • Virtus Westchester Credit Event Fund
  • Virtus Westchester Event-Driven Fund

Get Market Insight on Non-Traditional Sources of Income

Animated GIF_ Income Insights

Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.

Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.

The value of securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Price changes may be short or long term.

Debt instruments are subject to various risks, including credit and interest rate risk. The issuer of a debt security may fail to make interest and/or principal payments. Values of debt instruments may rise or fall in response to changes in interest rates, and this risk may be enhanced with longer-term maturities.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio, or that diversification among different asset classes reduces risk.

Virtus Investment Partners

Mutual funds, ETFs, and Virtus Global Funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.

© Virtus Investment Partners. As shown on Virtus.com.

  • Investor Relations
  • Corporate
  • Contact Us
  • Virtus Home
  • Site Map
  • Privacy Policy
  • Business Continuity
  • Cookie Policy
  • Terms of Use
  • Social Media Guidelines
  • Form CRS (VFA)
  • Privacy Notice for Virtus Funds (Applicable to Citizens or Residents in EU Countries)
  •  
  • 
  • 

Check the background of this firm. Broker Check by FINRA.