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Virtus Zevenbergen Technology Fund Institutional Class (DRGTX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 850.92M
AllianzGI Technology Institutional
89.64
+0.25
+0.28%
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DRGTX Overview
On this page you'll find an in-depth profile of Virtus Zevenbergen Technology Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DRGTX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets in common stocks of U.S. companies and other U.S.-traded equity securities of technology companies. The fund's managers consider U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It is non-diversified.
Contact Information
Address
Greenfield, MA, 01301
Greenfield,MA 01301
United States
Greenfield,MA 01301
United States
Phone
+1 8002431574
Web
www.virtus.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joseph Dennison | Portfolio Manager | 2022 | Now |
| Biography | Joseph Dennison, CFA. Mr. Dennison joined Zevenbergen in 2011 and serves as Portfolio Manager of Virtus Zevenbergen Innovative Growth Stock Fund. He has worked in investment management since 2011. In his current capacity, he supports portfolio managers with active recommendations on security selection and portfolio construction through original research, which includes financial statement analysis, forecasting, and management assessments. Prior responsibilities at ZCI have included assistance in trading, settlement, client service and research. Prior to joining the firm, Mr. Dennison worked for Seattle’s largest public defender, as well as serving as Grant Awards & Investment Associate for Anduin Foundation. In his role with The Defender Association, Mr. Dennison was a primary source of communication with clients, specializing in conflict resolution, scheduling, and case assignment. For Anduin, Mr. Dennison was responsible for researching and contacting potential grant recipients, as well as assisting in determining long-term gifting and investment strategies. He received his BA in Political Science from Yale University. Mr. Dennison is a CFA charterholder and is a member of both the CFA Institute and CFA Society of Seattle. | ||
| Anthony Zackery | Portfolio Manager | 2022 | Now |
| Biography | Mr. Zackery joined ZCI in 2011 and serves as an integral member of the firm’s portfolio management team with responsibility for original research (which includes financial statement analysis, forecasting and management assessment), security selection and client portfolio construction. He also serves as a key liaison with many of ZCI’s individual and mutual fund clients and has responsibility as the firm’s sustainable investment lead, coordinating ZCI’s proprietary ESG research and guiding the portfolio management team on incorporation of financially relevant ESG factors within the client portfolio decision-making process. Prior responsibilities at ZCI have included trading and foundational operations roles. Before joining ZCI, Mr. Zackery worked as a Credit Analyst for Banner Bank, where he evaluated the creditworthiness of existing and prospective bank clients. He graduated magna cum laude with a BA in Business Administration, finance concentration, and minor in economics from Western Washington University, where he was a Presidential Scholar. He currently serves as an advisory board member to the Western Washington University College of Business and Economics Investment Management and Scholarship Endowment Fund. Mr. Zackery is a CFA charterholder and is a member of both the CFA Institute and CFA Society of Seattle. Sector Expertise: Technology, Consumer Staples, Industrials, Financials, Real Estate and Utilities. | ||
| Nancy Zevenbergen | President and Co-Chief Investment Officer | 2022 | Now |
| Biography | Ms. Zevenbergen established ZCI in 1987, creating a responsive, research-focused investment firm. Prior to founding the ZCI, she was a Portfolio Manager and Research Analyst for Rainier National Bank for six years. She was responsible for supervising trust assets for individuals and organizations with diverse investment goals and varying constraints. Currently, Ms. Zevenbergen oversees the firm’s investment policy and portfolio management decisions, maintaining a strong commitment to original research. She graduated from the University of Washington, earning a BA in Business Administration with a concentration in Finance, is a CFA charterholder and a member of both the CFA Institute and the CFA Society of Seattle. Ms. Zevenbergen serves as an Independent Trustee of the Smead Funds Trust. Furthermore, she serves on the Seattle Pacific Foundation Board of Directors as chair of the Investment Committee, and is a member of the University of Washington Foster School of Business Advisory Board. | ||
| Brooke de Boutray | Co-Portfolio Manager | 2022 | 2024 |
| Biography | Ms. de Boutray joined Zevenbergen in 1992 and has served as Managing Director, Portfolio Manager and Analyst since 2004. Her lengthy career in the financial industry includes positions as Portfolio Manager, Research Analyst and Trust Officer for First Interstate Bank, as well as Portfolio Manager and Director of Marketing for M.T. Associates Investment Council. Ms. de Boutray has spent much time abroad, living in both France and Canada, which provides valuable international perspective to the investment process. As a Portfolio Manager, she helps define ZCI’s investment policy and has responsibility for selecting equity holdings. Ms. de Boutray received a BA in Business Administration from the University of Washington and a MBA from the University of Puget Sound. She is a CFA charterholder and a member of both the CFA Institute and the CFA Society of Seattle. Ms. de Boutray serves on the Department of Finance Advisory Board at Seattle University’s Albers School of Business and Economics, and the HR and Benefits Committee of the Washington Athletic Club Board of Governors. In addition, she is a member of the Pacific Northwest Ballet Advisory Board and an associate member of the Finance Committee of the ARCS Foundation, Inc. (Achievement Rewards for College Scientists). | ||
| Erik Swords | - | 2022 | 2022 |
| Biography | Erik Swords with company 19 years, Industry experience 19 years Erik Swords is a head of global technology strategies on the fundamental thematic team at Voya Investment Management. He joined the firm following Voya’s integration of certain assets and teams comprising the substantial majority of Allianz Global Investors U.S. business, where he was a lead portfolio manager, managing director and led the U.S. global technology team. Prior to that, he worked at Newton Investment Management for 16 years, leading one of BNY Mellon’s largest technology strategies, along with several other thematic portfolios focused on technology and related sectors. Previously, he worked as a research analyst covering the software sector at Pilgrim Baxter Associates, Exis Capital Management and Credit Suisse First Boston Technology Group. Erik earned a BS in finance from Lehigh University. | ||
| Justin R Sumner | Senior Portfolio Manager | 2022 | 2022 |
| Biography | Justin is a senior research analyst on the Global Research team. He is responsible for covering the global cyclical technology sector. Justin is also a portfolio manager on the Core Research Technology Sector Equity and Internet of Things strategies. Prior to joining the firm in 2007, Justin worked as an equity analyst for Sentinel Asset Management where he covered the technology, media and telecommunications sectors. Previously, he served as a senior equity analyst at AmSouth Asset Management on the AmSouth Capital Growth and AmSouth Large Cap funds, and as an associate investment analyst at American Century Investment Management on the American Century Technology fund. Justin has been in the investment industry since 1998. Justin earned a BS in economics from the University of Kansas. He holds the CFA® designation and is a member of the CFA Institute and the CFA Society of Boston. | ||
| Michael A. Seidenberg | Director | 2018 | 2022 |
| Biography | Mr. Seidenberg is a portfolio manager, an analyst and a director with Allianz Global Investors, which he joined in 2009. He is a member of the Global Technology team in the US. Before joining the firm, he worked at a number of hedge funds, including Pequot Capital and Andor Capital. Before that, Mr. Seidenberg covered a range of technology sectors at Citadel Investment Group. He has also worked in the software industry and at Oracle Corporation, and was previously at Roche Laboratories in pharmaceutical and biotechnology sales. Mr. Seidenberg has a B.S. in business administration from the University of Colorado and an M.B.A. with concentrations in finance and accounting from Columbia Business School. | ||
| Walter C. Price | Managing Director | 1995 | 2022 |
| Biography | Mr. Price is a senior portfolio manager and managing director with Allianz Global Investors, which he joined in 1974. He is co-lead portfolio manager of the Global Technology strategy. He previously worked for Colonial Management, an investment advisory firm in Boston, where he became a senior analyst responsible for the chemical industry and the technology area. | ||
| Huachen Chen | Senior Portfolio Manager | 1995 | 2022 |
| Biography | Mr. Chen is a senior portfolio manager, senior analyst and a managing director with Allianz Global Investors, which he joined in 1984. He is co-lead portfolio manager of the Global Technology strategy. Mr. Chen previously worked for IBM and Intel Corporation, where he had responsibilities for semiconductor process engineering. Mr. Chen has a B.S. in materials science and engineering from Cornell University, an M.S. in materials science and engineering from Northwestern University and an M.B.A. from the University of California, Berkeley. He is a CFA charterholder. | ||
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