Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc.

Virtus Investment Partners, Inc.

Overview
Date Founded

2008

Headquarters

1 Financial Plaza,Hartford, CT 06103

Type of Company

Public

Employees (Worldwide)

578

Industries

Investment Services & Portfolio Management
Retail & Commercial Banking
Government

Company Description

Virtus Investment Partners, Inc. became an independent, publicly traded asset management company listed on the NASDAQ Global Market under the symbol “VRTS” upon completion of its spin-off from The Phoenix Companies, Inc. on December 31, 2008. We are a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We have built our business with a commitment to thoughtfully providing investment solutions and adhering to the highest standards of product quality, operational excellence and fiduciary responsibility. The employees and management team of Virtus are focused on enhancing stockholder value by building upon these strengths and capitalizing on the opportunities we see in the marketplace

Contact Data
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Executives & Employees

President & Chief Executive Officer

Executive Vice President & Chief Financial Officer

Executive Vice President, Chief Legal Officer, General Counsel & Corporate Secretary

Executive Vice President & Chief Human Resources Officer

Executive Vice President & Head of Distribution

Executive Vice President, Product Management

Executive Vice President, Fund Services

Chief Compliance Officer & Vice President

Head-Media Relations

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Virtus Investment Partners, Inc.
Owners & Shareholders
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Newtyn Management seeks higher-than-average appreciation in the value of their funds' assets, relative to the level of risk, by strategically investing and trading primarily in public company securities, with certain limited trading in futures and other derivatives. The funds pursue their objective by carefully selecting securities for purchase and by managing the portfolios overall degree of market exposure. The funds may hold both long and short positions in their chosen investments and may employ leverage at such times deemed appropriate by Newtyn. The funds' focus is on investment selection rather than market timing.

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AWH Capital seeks to achieve capital appreciation by establishing long/short positions in the equity securities of domestic and foreign issuers. To achieve their investment objective, the firm focuses primarily on investments in small-cap issuers, which they believe offer the greatest potential for capital appreciation. AWH Capital invests their funds assets primarily in the equity securities of both domestic and foreign issuers including common stocks, preferred stocks, warrants and convertible securities. They also sell short certain equity securities (1) that they believe are overvalued and (2) to diversify risk. Generally, the fund invests in securities that are purchased and sold on national securities exchanges or over-the-counter markets, but it may, from time to time, purchase or sell securities of private companies in private transactions. In general rule, no more than 5% of the funds assets are invested in the securities of private companies

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Wakefield Asset Management LLLP is a private company headquartered in Englewood, CO, with subsidiaries in the United States. The firm provides investment advice. It was founded in 2003 by Geoffrey Todd Gervasini, he has been the CEO since then.

Recent Transactions
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Virtus Investment Partners, Inc. purchases Sustainable Growth Advisers LP from Estancia Capital Management LLC

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Virtus Investment Partners, Inc. purchases Virtus Fund Advisers LLC from Lightyear Capital LLC

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Virtus Investment Partners, Inc. issued USD Common Stock

Insider Transactions
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Transaction Advisors
Underwriter

Advised onVirtus Investment Partners, Inc. issued USD Common Stock

Underwriter

Advised onVirtus Investment Partners, Inc. issued USD Common Stock

Underwriter

Advised onVirtus Investment Partners, Inc. issued USD Common Stock

Legal Advisor

Advised onVirtus Investment Partners, Inc. issued USD Common Stock

Legal Advisor

Advised onVirtus Investment Partners, Inc. issued USD Common Stock

Associate

Advised onVirtus Investment Partners, Inc. issued USD Common Stock

Advisors & Consultants
Legal Advisor

Partner at Morgan, Lewis & Bockius LLP

Legal Advisor

Partner at Simpson Thacher & Bartlett LLP

Legal Advisor

Counsel at Simpson Thacher & Bartlett LLP

Key Stats and Financials As of 2019
Market Capitalization
$1.05B
Total Enterprise Value
$3B
Earnings Per Share
$10.71
Revenue
$569M
Net Profit
$95.6M
EBITDA
$168M
EBITDAMargin
29.54%
Total Debt
$2.14B
Total Equity
$750M
Enterprise Value / Sales
5.27x
Enterprise Value EBITDAOperating
17.65x
TEVNet Income
31.33x
Debt TEV
0.71x
Three Year Compounded Annual Growth Rate Of Revenue
19.88%
Non-Profit Donations & Grants
Investments
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Wolters Kluwer enables legal, tax, finance, and healthcare professionals to be more effective and efficient. We provide information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts. We create value by combining information, deep expertise, and technology to provide customers with solutions that improve their quality and effectiveness. Professionals turn to us when they need actionable information to better serve their clients. Our 175+ years of history stretch across many geographies and areas of expertise. Our revenue is spread globally with 6% coming from fast-growing, emerging markets, 44% from Europe, and 50% from North America.

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