Virtus Investment Partners, INC.: management transactions · United States · SEC (Form 4)

About Virtus Investment Partners, INC.

Virtus Investment Partners, Inc. (NYSE: VRTS) is a U.S.-listed asset manager headquartered in Hartford, Connecticut, United States. The company operates a multi-boutique investment platform: rather than managing capital through one centralized style, Virtus owns and partners with a collection of specialist investment teams, each with its own process, philosophy, and market focus. For investors, that means Virtus is best understood as an active asset-management business whose economics depend on assets under management, investment performance, distribution strength, and product breadth. ([ir.virtus.com](https://ir.virtus.com/?utm_source=openai)) Virtus traces its modern public-company history to the separation from The Phoenix Companies and became an independent publicly traded company at the end of 2008; the company was also highlighted when it opened the NASDAQ stock market in 2009. Today, however, the stock is identified on the NYSE under the ticker VRTS. The firm’s core headquarters and operating base are in Hartford, Connecticut, in the United States. That history is important because it shows how Virtus has evolved from a spun-out platform into a more diversified asset manager built through disciplined expansion. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2009/Virtus-Investment-Partners-Opens-NASDAQ-Stock-Market/default.aspx?utm_source=openai)) The business mix spans mutual funds, ETFs, separately managed accounts, institutional mandates, fixed income, equity, multi-asset and alternative strategies. Virtus distributes products through multiple channels and relies on affiliated managers with distinct capabilities, including fixed income specialists, equity managers, multi-asset teams and quantitative or systematic approaches. The firm has continued broadening its lineup: it launched the Virtus AlphaSimplex Managed Futures ETF in 2024, and its strategic partnership with Allianz Global Investors expanded its U.S. retail offering with additional mutual funds, closed-end funds and retail separate accounts. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2022/Virtus-Investment-Partners-Adds-Systematic-and-Multi-Asset-Portfolio-Management-Capabilities/default.aspx?utm_source=openai)) From a competitive standpoint, Virtus sits in the mid-sized active-asset-management segment. It is not a mega-manager, but its multi-boutique model gives it a differentiated selling point versus more commoditized competitors. The appeal lies in access to multiple investment styles under one corporate umbrella, which can be attractive to financial advisers, distributors and institutional allocators seeking style diversification. At the same time, the business is exposed to the usual industry pressures: market volatility, fee compression, and the challenge of sustaining positive net flows in a highly competitive active-management landscape. ([ir.virtus.com](https://ir.virtus.com/?utm_source=openai)) Recent developments underscore a deliberate growth strategy. In first-quarter 2026, Virtus reported approximately $149.0 billion of assets under management, with negative net flows offset in part by positive ETF and global fund flows and the addition of assets from Keystone National Group. Virtus also announced an agreement to add Keystone, a private-credit manager focused on asset-backed lending, which would expand the firm into private markets and broaden its product set beyond traditional public-market strategies. For investors in France, Belgium and Switzerland, this positions Virtus as a U.S. asset manager on the NYSE pursuing both organic product innovation and targeted acquisitions to strengthen its long-term competitive positioning. ([ir.virtus.com](https://ir.virtus.com/news/news-details/2026/Virtus-Investment-Partners-Announces-Financial-Results-for-First-Quarter-2026/default.aspx?utm_source=openai))