Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Virtus Duff & Phelps Global Infrastructure Fund Class I (PGIUX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
15.440 +0.050    +0.32%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 22.24M
Type:  Fund
Market:  United States
Issuer:  Virtus
Asset Class:  Equity
Virtus Duff Phelps Global Infrastructure Fund Clas 15.440 +0.050 +0.32%

PGIUX Overview

 
On this page you'll find an in-depth profile of Virtus Duff & Phelps Global Infrastructure Fund Class I. Learn about the key management, total assets, investment strategy and contact information of PGIUX among other information.
Category

Infrastructure

Total Assets

22.24M

Expenses

1%

Inception Date

Jun 06, 2008

Investment Strategy

The investment seeks capital appreciation and current income. The fund invests globally in infrastructure companies involved in the energy, utility, transportation, and communications industries. Under normal market conditions, it invests at least 80% of its assets in dividend paying equity securities of infrastructure companies that are located in three or more countries, one of which will be the United States. Under normal market conditions, the fund will invest at least 25% of its assets in securities of U.S. issuers.

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States
Phone +1 8002431574

Top Executives

Name Title Since Until
Rodney Clayton MD, Portfolio Manager, Senior Research Analyst 2024 Now
Biography Rodney Clayton, Managing Director, serves as Portfolio Manager and Senior Research Analyst for MLPs and Energy Infrastructure at Duff & Phelps Investment Management Co. Mr. Clayton concentrates his research on North American midstream energy companies. Prior to joining Duff & Phelps in April 2016, Mr. Clayton was a senior manager due diligence analyst at UBS Financial Services, focusing on MLP, large cap value, and equity income strategies; and an equity research analyst at J.P. Morgan Securities covering the Exploration & Production, Engineering & Construction, and Environmental Services industries. Mr. Clayton completed his undergraduate studies and holds a MBA from Florida A&M University. Significant roles and professional affiliations • Member, CFA Institute • Member, CFA Society of Chicago • Member, National Black MBA Association
Steven G. Wittwer Managing Director, Portfolio Manager, Sr. Research Analyst - Infrastructure 2018 Now
Biography Steven Wittwer, Senior Managing Director, is the Head of the Infrastructure Group and a Senior Portfolio Manager for the firm’s Global Listed Infrastructure Strategy. Mr. Wittwer joined the firm in 2017 as a Senior Analyst and concentrated his research on the global communications, transportation, and utilities sectors. Prior to joining Duff & Phelps, Mr. Wittwer was a Portfolio Manager and Senior Equity Analyst at Great Lakes Advisors in Chicago. He also previously worked for UBS Global Asset Management for 14 years in various capacities, including functioning as the Global Head of their Global Telecom team, conducting research in the U.S., Asia, and Europe, and serving as a key participant on the UBS Global Technology team. He holds a BBA in Accounting from the Wisconsin School of Business, University of Wisconsin, and an MBA in Finance from the Ross School of Business, University of Michigan-Ann Arbor. He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA, inactive).
Connie M. Luecke Senior Portfolio Manager 2004 Now
Biography Connie M. Luecke joined Duff & Phelps in 1992 and serves as Senior Managing Director. Ms. Luecke is also Vice President and Chief Investment Officer of the DNP Select Income Fund Inc. Connie M. Luecke serves as co-portfolio manager of the Virtus Global Infrastructure Fund and as senior telecommunications analyst of the DNP Select Income Fund, Inc. She has been a Senior Vice President of Duff & Phelps since January 1998 and was previously Managing Director of Duff & Phelps from 1996-1998. From 1992-1995, Ms. Luecke was employed by Duff & Phelps Investment Research Co., where she served as Managing Director (1995), Vice President (1994), Assistant Vice President (1993) and Analyst (1992). Ms. Luecke concentrates her research on the global telecommunications and transportation infrastructure industries. Prior to joining Duff & Phelps, Connie was a financial valuation consultant with Coopers & Lybrand for two years and research assistant with Harris Associates L.P. for six years. She holds a BS degree from DePaul University and an MBA from Loyola University of Chicago.
Randle L. Smith Sr PM & Sr Analyst 2004 2017
Biography Mr. Smith has been a Senior Vice President of Duff & Phelps since January 1998. Currently, he is a co-portfolio manager for the Virtus Global Infrastructure Fund and the senior utilities analyst for the DNP Select Income Fund, Inc. He was a Managing Director of Duff & Phelps from 1996-1998. From 1990-1995, Mr. Smith was employed by Duff & Phelps Investment Research Co., where he served as a managing Director (1995), a Vice President (1992 - 1994), an Assistant Vice President (1991) and an Analyst (1990). Mr. Smith concentrates his research on the global electric, natural gas and transportation infrastructure industries. Prior to joining Duff & Phelps, Mr. Smith worked for eight years at NiSource, an Indiana-based electric and gas utility company.
T. Brooks Beittel Senior Vice President 2004 2010
Biography T. Brooks Beittel serves as Executive Vice President and Assistant Chief Investment Officer of Duff & Phelps - Director, Fixed Income. He was Senior Vice President from 1993 through 2007. Mr. Beittel has been Secretary and Senior Vice President of DNP Select Income Fund Inc. since 1993, and Secretary of Duff & Phelps Utility and Corporate Bond Trust and of DTF Tax-Free Income Inc. since May 2005, and Secretary of Duff & Phelps Global Utility Income Fund Inc. since March 2011. Mr. Beittel concentrates his research and portfolio management on fixed-income securities. Prior to joining Duff & Phelps in 1987, he managed the Trust Investment Department for Huntington National Bank and worked in the Bank and Trust Investment Departments for National City Bank. He holds BA and MBA degrees from Ohio University.
Deborah A. Jansen Sr Analyst 2004 2010
Biography Deborah Jansen, a Senior Vice President of Duff & Phelps since 2001, and Chief Investment Officer of Duff & Phelps Global Utility Income Fund Inc. since March 2011. Ms. Jansen concentrates her research on the global electric, natural gas and energy infrastructure industries. From 1996 to 2000, Ms. Jansen was a Senior Vice President, Principal and Equity Portfolio Manager at Stein Roe & Farnham, Inc. and other affiliates of Liberty Financial Companies. In 1995, Ms. Jansen worked as Senior Vice President in equity research at Bank One Investment Advisors. From 1987 to 1995, Ms. Jansen was a Vice President, Principal and Economist at Stein Roe & Farnham. She holds a BS degree from Fairleigh Dickinson University and a MS degree from the University of Illinois.
Nathan Ivey Partain senior vice president, Assistant secretary 2004 2008
Biography Nathan Partain is President and Co-Chief Investment Officer of Duff & Phelps Investment Management Co., a position he has held since 2005. Previously, Mr. Partain was Executive Vice President. Earlier, he was with Duff & Phelps Investment Research Co., where he served as the Director of Utility Research, Director of Equity Research, and Director of Fixed Income Research. Mr. Partain has been President and Chief Executive Officer of DNP Select Income Fund Inc. since 2001, and was Chief Investment Officer of DNP from 1998-2017, and previously served as Executive Vice president and Senior Vice President. Since 2004, he has served as President and Chief Executive Officer of Duff & Phelps Utility and Corporate Bond Trust Inc. and DTF Tax-Free Income Inc. He is a Director of DNP Select Income Fund Inc., Duff & Phelps Utility and Corporate Bond Trust Inc., and DTF Tax-Free Income Inc. since 2007 and President, Chief Executive Officer, and a Director of Duff & Phelps Utility & Infrastructure Fund Inc. since 2011.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

PGIUX Comments

Write your thoughts about Virtus Duff & Phelps Global Infrastructure Fund Class I
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email