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Virtus Kar Capital Growth Fund Class A (PSTAX)

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23.98 +0.09 +0.38%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 647.08M

Type: Fund

Market: United States

Issuer: Virtus

Asset Class: Equity

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PSTAX Overview

On this page you'll find an in-depth profile of Virtus Kar Capital Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PSTAX among other information.

Investment Strategy

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 65% of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States

Phone +1 8002431574

Web www.virtus.com

Top Executives

Name	Title	Since	Until
Noran Eid	Portfolio Manager & Sr. Reseearch Analyst	2023	Now
Biography	Noran Eid is a Portfolio Manager and Senior Research Analyst with primary research responsibilities for large-cap portfolios in the consumer discretionary, information technology, and healthcare sectors. She began her career in equity research in 2012. Before joining Kayne Anderson Rudnick in 2018, Ms. Eid was an investment analyst with Sands Capital Management. Ms. Eid earned her B.S. in engineering from the American University in Cairo and her MBA from the Wharton School, University of Pennsylvania.
Chris Armbruster	Portfolio Manager + Senior Research Analyst	2020	Now
Biography	Chris Armbruster, CFA is a Portfolio Manager & Senior Research Analyst with primary research responsibilities for the mid and large-capitalization communications services, consumer discretionary, health-care, and information technology sectors. He began his equity research career in 2005. Before joining Kayne Anderson Rudnick in 2013, Mr. Armbruster worked at B. Riley & Co. as an Associate Analyst covering Special Situations and at Al Frank Asset Management as a Vice President in Equity Research. Mr. Armbruster earned a B.A. in Business Economics, with a minor in Accounting, from the University of California, Los Angeles. Mr. Armbruster is a CFA charterholder and is a member of the CFA Society of Los Angeles, Inc.
Douglas Foreman	Director	2011	2024
Biography	Douglas S. Foreman, CFA is Co-Chief Investment Officer and a member of the Executive Management Committee. He has worked in investment management since 1986 and joined Kayne Anderson Rudnick in 2011. Prior to joining KAR, Mr. Foreman was Director of Equities at HighMark Capital Management and before that he was Group Managing Director and Chief Investment Officer of U.S. equities at Trust Company of the West (TCW). He earned a B.S. in Marine Engineering from The U.S. Naval Academy and an MBA from Harvard University. Mr. Foreman is a CFA charterholder.
Gregory Toppe	Portfolio Manager and Senior Research Analyst	2011	2015
Biography	Gregory Toppe, CFA. Mr. Toppe is a Portfolio Manager and Senior Research Analyst at Kayne, with primary research responsibilities for the small and mid-capitalization materials and processing, producer durables, and technology sectors. Before joining Kayne in 2008, he was an equity analyst at Mt. Eden Investment Advisors (2006 to 2008). Prior to that, he was a research analyst and portfolio specialist at Fisher Investments (2000 to 2004) and earned an MBA from the University of Wisconsin (2004 to 2006).
Doug S. Couden	Director of Equities	2005	2011
Biography	Doug Couden is the Chief Investment Officer (CIO) of BakerAvenue Asset Management. Doug is responsible for managing the portfolio team, leading the firm’s investment and research process and overall performance of the strategies. Previously Doug worked as the Director of Equities at Newfleet Asset Management LLC and Seneca Capital Management LLC in San Francisco. Before moving to San Francisco, Doug worked at PaineWebber and UBS in New York. Doug graduated from SMU with a B.A. in Finance. He is a CFA charterholder and a member of the CFA Society of San Francisco.
Fran Gillin Cooley	Portfolio Manager	2005	2008
Biography	Cooley is a portfolio manager and equity analyst at Seneca, her employer since 1995. Prior to joining the company, she served in private placements at a San Francisco merchant bank. Prior to joining Seneca in 1995, Cooley served in private placements at a San Francisco merchant bank. She has 13 years of investment experience.
Management Team	-	1998	2004
Biography	Team Managed
William J. Newman	chief investment strategist and Portfolio Manager	1995	1998
Biography	Newman is chief investment strategist and portfolio manager with Phoenix Investments, his employer since 1995. Previously, he was chief strategist and senior equity manager with Kidder Peabody. Prior to Kidder Peabody, Newman was with Bankers Trust, McKay-Shields, and First Empire State Corp.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus Strategic .	23.98	+0.09	+0.38%