Josie Clemons Rosson

Chief Compliance Officer at Virtus Fund Advisers LLC

Josie Clemons Rosson

Josie Clemons Rosson

Chief Compliance Officer at Virtus Fund Advisers LLC

Overview
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103

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Director, Regulatory & Compliance Team-Investment Management Practice at Deloitte LLP

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Chief Financial Officer at Steward Partners Holdings LLC

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Chief Administrative Officer at Virtus Fund Advisers LLC

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Former Chief Financial Officer at Certium Asset Management LLC

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Chief Executive Officer at Newfleet Asset Management LLC

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Executive Vice President & Chief Financial Officer at Virtus Investment Partners, Inc.

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Executive Vice President, General Counsel & Corporate Secretary at Virtus Investment Partners, Inc.

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Portfolio Manager at Virtus Fund Advisers LLC

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Sector Portfolio Manager at Silvant Capital Management LLC

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Senior Portfolio Manager & Managing Director at Virtus Fund Advisers LLC

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Josie Clemons Rosson
Chief Compliance Officer at Virtus Fund Advisers LLC
Career History
Chief Compliance Officer
2017 - Current

Virtus Fund Advisers (VFA) provides discretionary and non-discretionary advisory services to clients through affiliated, style-specific investment boutiques, each of which is an SEC-registered investment advisor. These advisors include: Silvant Capital Management LLC (Growth Equity), Ceredex Value Advisors LLC (Value Equity), Seix Investment Advisors LLC (High Grade, High Yield, Short Duration and Tax Exempt Fixed Income), and Zevenbergen Capital Investments LLC (Aggressive Growth Equity). In addition, VFA offers the VFA Allocation Strategies, including Virtus Mutual Funds’ funds-of-funds. The VFA Allocation Strategies are target-risk diversified strategies comprised of selected affiliated funds and ETFs. The Conservative Allocation Strategy is typically made up of 20-40% Equities, 50-80% Fixed-Income, and 0-20% Cash. The Growth Allocation Strategy is typically made up of 60-80% Equities, 10-40% Fixed-Income, and 0-20% Cash. In managing the VFA Allocation Strategies, VFA applies a mean-variance, institutional-level approach to investing to create a diversified portfolio of affiliated funds and ETFs.

Chief Compliance Officer
2010 - Current

Silvant Capital Management specializes in managing equity-growth portfolios. They offer growth-equity strategies which are available in four portfolios: large-cap, concentrated large-cap, large-cap core and small-cap. Silvant believes that consistent outperformance can be delivered by integrating systematic stock evaluation, in-depth fundamental research and disciplined risk management. The team focuses on stocks that have positive fundamental trends, including earnings and revenue growth, improving cash flows and margins, and increasing return on investment capital. Silvant seeks to generate performance (alpha) through “bottom-up” stock selection and minimize the potential impact of unintended style bias, sector concentrations, or macroeconomic risks relative to the primary benchmark.In selecting investments for purchase and sale, Silvant chooses companies that they believe have above average growth potential to beat expectations. Silvant applies quantitative models to rank stocks based on improving fundamentals, valuation, capital deployment and efficiency, and sentiment or behavior factors. They then perform in-depth fundamental analysis to determine the quality and sustainability of expectations to determine whether or not the company is poised to beat expectations. Silvant uses a “bottom-up” process based on company fundamentals. Risk controls are in place to assist in maintaining a portfolio that is diversified by sector and minimizes unintended risks relative to the primary benchmark. In addition, to implement their investment strategy, Silvant generally does not, but may buy or sell, to a limited extent, derivative instruments (such as futures, options and swaps) to use as a substitute for a purchase or sale of a position in the underlying assets and/or as part of a strategy designed to reduce exposure to other risks, such as market risk.

Chief Compliance Officer
2008 - Current

Ceredex Value Advisors offers value-equity strategies which are available in three portfolios: large cap, mid-cap and small cap. The firm seeks to deliver superior investment performance by combining a well-crafted, methodical stock selection process with the flexibility to adapt to changing market conditions. Ceredex uses quantitative screens to identify companies that pay dividends and are actively traded within the relevant market-caps. The firm believes dividends are a good indicator of management’s confidence in the earnings potential of the company and that dividends can also provide an important source of total return and lower overall volatility. Ceredex evaluates the absolute and relative valuations of companies and performs in-depth fundamental analysis of financial statements. The valuation process looks at valuation relative to historical value, valuation versus peers, industry and markets and specific valuation metrics like price-to-book and price-to sales. Ceredex seeks stabilizing fundamentals and fundamental catalysts that could drive meaningful price appreciation in 12 to 24 months (Large Cap and Mid Cap) or 18 to 36 months (Small Cap).In selecting investments, Ceredex chooses companies that they believe are undervalued in the market relative to the industry sector and the company’s own valuation history. The firm looks for potential catalysts that may cause an upward re-rating of the stock’s valuation. In addition, the common stocks purchased generally pay dividends at the time of purchase or are expected to pay dividend soon after their purchase. To implement their investment strategy, Ceredex generally does not, but may buy or sell to a limited extent, derivative instruments (such as futures, options and swaps) to use as a substitute for a purchase or sale of a position in the underlying assets and/or as part of a strategy designed to reduce exposure to other risks, such as market risk.

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