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Virtus Investment Partners VRTS · USD

Financials · US listing · 🇺🇸 United States

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140.20

+10.09%

Close of 9 Nov 2026, in USD

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About Virtus Investment Partners

From its filings with the US Securities and Exchange Commission

SEC filings

Virtus Investment Partners is based in Hartford, Connecticut and is incorporated in Delaware. Its shares trade on NYSE under the ticker VRTS. The SEC classifies its business as investment advice. In the fiscal year to 31 December 2025, it reported revenue of $852.9m and net income of $136.0m. At that date it held total assets of $4.29bn and shareholders' equity of $934.0m. By business, Investment management fees brought in 85.0% of revenue, followed by Administration and shareholder service fees at 8.6% and Distribution and service fees at 5.8%.

In its own words

Virtus Investment Partners, Inc. (the "Company"), a Delaware corporation, commenced operations on November 1, 1995 and became an independent publicly traded company on December 31, 2008.

We provide investment management and related services to institutions and individuals. We use a multi-manager, multi-style approach, offering investment strategies from our investment managers, each having its own distinct investment style, autonomous investment process and individual brand, as well as from select unaffiliated managers for certain of our funds. By offering a broad array of products, we believe we can appeal to a greater number of investors and have offerings across market cycles and through changes in investor preferences. Through our multi-manager model, we provide our investment managers with distribution, business and operational support.

We offer investment strategies for institutional and individual investors in different investment products and through multiple distribution channels. Our investment strategies are available in a diverse range of styles and disciplines, managed by differentiated investment managers. We have offerings in various asset classes (equity, fixed income, multi-asset and alternatives), geographies (domestic, global, international and emerging), market capitalizations (large, mid and small), styles (growth, core and value) and investment approaches (fundamental and quantitative).

Quoted from its 10-K, filed 27 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Financials
Industry
Capital Markets
Listed since
13 Mar 1992
Employees
801
Website
virtus.com ↗
Head office
ONE FINANCIAL PLAZA, HARTFORD, CT, 06103
Incorporated in
DE
Classification
Investment Advice
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Timothy HoltIndependent Chairman of the Board$372,387
  • Mr. George AylwardPresident, Chief Executive Officer, Director, since 2008$6.9m
  • Mr. Michael AngerthalChief Financial Officer, Executive Vice President, Treasurer$3.2m
  • Mr. Richard SmirlChief Operating Officer, Executive Vice President$3.2m
  • Ms. Elizabeth LiebermanChief Human Resources Officer, Executive Vice President
  • Ms. Andra PurkalitisExecutive Vice President, General Counsel, Corporate Secretary, Chief Legal Officer$2.6m
  • Mr. Barry MandinachExecutive Vice President, Head of Distribution$2.4m
  • Mr. Peter BainIndependent Director$214,869
  • Dr. Susan FlemingIndependent Director$227,449
  • Mr. Paul GreigIndependent Director$224,792
  • Ms. Melody JonesIndependent Director$232,293
  • Mr. Walter MorrisIndependent Director$214,869

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
42
Environment
22
Social
56
Governance
48
Human rights policy
No

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Virtus Investment Partners Inc has a strong reputation in the financial industry, known for its expertise and trusted services.
  • The company has a diverse portfolio of investment products, catering to both individual and institutional clients.
  • Virtus Investment Partners Inc has a strong distribution network, allowing them to reach a wide range of potential clients.

Weaknesses

  • One of the weaknesses of Virtus Investment Partners Inc is its dependency on market conditions, as fluctuations can impact their revenue and profitability.
  • The company has limited international presence, which may hinder their growth potential in global markets.
  • Virtus Investment Partners Inc faces competition from other well-established financial firms.

Opportunities

  • The growing demand for investment products and services presents an opportunity for Virtus Investment Partners Inc to expand its client base.
  • With advancements in technology, Virtus Investment Partners Inc can explore digital solutions to enhance customer experience and increase operational efficiency.
  • Expanding into new markets, both domestically and internationally, can provide further growth opportunities for the company.

Threats

  • The volatile nature of financial markets poses a threat to Virtus Investment Partners Inc, as it can affect the performance of their investment products.
  • Regulatory changes and compliance requirements may increase operational costs and create potential risks for the company.
  • Competition from both traditional financial institutions and emerging fintech companies poses a threat to Virtus Investment Partners Inc's market share.

Sources and methodology

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