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

Quality Investing: Standing the Test of Time

High-quality stocks can add ballast to an investment portfolio, providing stabilizing support and growth potential that historically has stood up to varying market environments over time.

Quality Counts - Accent - Square

Quality Counts: Investing in High-Quality Equities Over the Long Term

Read More

As history shows, a quality-focused portfolio tends to perform well over time—but not all the time.

Image - Accent - Buildings

The Power of Quality

Watch Now

Investing in high-quality companies may help improve risk-adjusted returns on a long-term basis.

Explore Our Educational Materials

Accent Square_ Value Comeback

Understanding Value Benchmark Construction and the Need to Seek Quality

Value managers develop certain philosophies about how they approach the world of equity investing. Yet, the industry has allowed third parties to define what those parameters should be through benchmark construction methodologies. Unfortunately, leading value benchmarks continue to follow a construction framework from over 30 years ago and have not adapted to the realities of today’s investing climate.

Read More
Vontobel Asset Management, Inc. Logo 480x320 Transparent

Why 'Home Bias' is Shortsighted

In today’s global economy, thriving companies aren’t bound by geography — not in where they are headquartered nor from where they derive their income. Vontobel Asset Management discusses why investing beyond one’s own borders may benefit performance over the longer run. Includes a brief discussion of the Virtus Vontobel Global Opportunities Fund.

Read More
Matthew Benkendorf

How Quality Helps Protect Capital in a Recession

As economic weakness starts to put pressure on corporate earnings in 2023, quality businesses can be a source of resilience for investors. Vontobel Quality Growth Boutique CIO Matt Benkendorf explains.

Watch Now
Accent - Tunnel - Square

The End of Irrationality: A Healthy Narrative Will Drive Global Markets Into 2023

Vontobel Quality Growth Boutique’s investment team shares their 2023 outlook for global equities. Without the tailwind of easy money, the next decade will be a departure from the past. Given expectations that the majority of U.S. interest rate hikes have already occurred, stock performance should be more closely tied to earnings, marking a healthy dynamic.

Read More
Accent - Highways - Square

Structural Drivers Underlie Emerging Markets' Growth

Vontobel Quality Growth Boutique’s investment team believes structural themes will underlie opportunities in emerging market equities in 2023. While broader emerging markets have declined mainly due to idiosyncratic risks, they have shown resiliency in terms of growth and currency strength, are well positioned for future growth potential, and valued at historical lows compared to developed markets. 

Read More
Doug Foreman

Why Quality Matters, Especially Now

KAR CIO Doug Foreman, CFA, discusses how quality companies offer sustainable competitive advantages amid the current market environment marked by rising inflation and recession concerns.

Watch Now
Vontobel Asset Management, Inc. Logo 480x320 Transparent

Reasons for Optimism in Non-U.S. Equities

With market sentiment firmly shifted to pessimism, the current environment presents an opportunity for U.S. investors to consider diversifying their portfolios with international equities.

Read More

Product-Specific Content

Craig Stone

KAR Small-Mid Cap Core Portfolio: 2022 Review & 2023 Outlook

Kayne Anderson Rudnick Portfolio Manager and Research Analyst Craig Stone, CFA, puts last year’s performance of the KAR Small-Mid Cap Core portfolio into perspective and shares KAR’s outlook on the year ahead.

Watch Now
Vontobel Asset Management, Inc. Logo 480x320 Transparent

Why Quality is a Good Defense

Don’t expect the worst but prepare for it. Vontobel Quality Growth Boutique seeks to provide defensive performance during bad times and attractive returns in good times. CIO Matt Benkendorf explains what taking measured risk means for its portfolios.

Watch Now
Kayne Anderson Rudnick Investment Management, LLC (KAR) Logo 960x600 Transparent Primary

Thinking Beyond the Benchmark: KAR Small-Mid Cap Core SMA Portfolio

Quality businesses have an unmistakable profile: durable earnings growth, high return on capital, strong balance sheets and cash flows, and management acumen at maintaining a competitive advantage. These attributes sound attractive, but do they really make a difference? Kayne Anderson Rudnick (KAR) believes they do. Updated with 12/31/2022 data.

Read More
Globe with Network - Accent -square

Finding Quality ‘Sweet Spots’ in the Global Equity Markets

Only a narrow set of companies can surpass the majority. Matt Benkendorf, CIO of Vontobel’s Quality Growth Boutique, reveals the sectors and world regions where he and his team believe the next market-beating anomalies could be found in 2023.

Watch Now
Vontobel Asset Management, Inc. Logo 480x320 Transparent

How Vontobel Defines Quality

Vontobel’s Quality Growth Boutique looks for quality companies with solid track records and strong brands. But, as CIO Matt Benkendorf explains, the most critical aspect of quality is earnings growth that is predictable and sustainable, as far as 10 years into the future.

Watch Now
Jon Christensen

Q4 KAR Mid-Cap Core Portfolio Review Podcast

Jon Christensen, CFA, portfolio manager of the KAR Mid-Cap Core strategy, discusses 2022 and fourth quarter market performance, key stock contributors and detractors in the portfolio, and considerations that he and the investment team will be focusing on in the first quarter of 2023.

Listen Now
Sustainable Growth Advisers (SGA) Logo 960x600 Transparent Primary

Q4 SGA Market Review & Outlook

Inflation showed signs that it may have peaked in the fourth quarter, sparking broad rallies across stock and bond markets globally.

Read More
Vontobel Asset Management, Inc. Logo 480x320 Transparent

Q4 Vontobel Market Review & Outlook – Global Equities

The Vontobel Quality Growth Boutique reviews Q4 performance of global equity markets and key themes, including the healthy U.S. consumer, Europe’s energy challenges, emerging market opportunities, and the case for investing in quality companies with sustainable, predictable earnings growth at reasonable valuations.

Read More
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.