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Alternative Credit Focus Funds AllianceBernstein Value Fund Class C ABVCX 018915306 Davis Selected Advisers LP Davis Appreciation & Income Fund Class C DCSCX 239103732 Virtus Investment Partners Inc Virtus Allocator Premium AlphaSector Fund Class C VAACX 92828R172 ... Access Doc
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Blackstone Alternative Investment Funds EuroPac International Bond Fund Advisers Investment Trust Palmer Square SSI Alternative Income Fund Virtus Equity Trust Virtus Balanced Fund ... Doc Viewer
Context Alternative Strategies Fund
Context Alternative Strategies Fund A The Context Alternative Strategies Fund’s steady performance was the result of a diversified group of sub-advisers and non-traditional alternative helped support a benign environment for fixed income securities with below investment grade ... Get Content Here
Asset Management Industry - Mercer Capital
Alternative Asset Managers 2014 1: Mutual Funds 2: • British alternative investment management firm acquired hedge Virtus Investment Partners, Inc. VRTS 173.70 77.37% 19.92x nm 4.44% 10.77x ... Fetch Doc
Seward & Kissel Advises Concept Capital Markets On Its Sale ...
Seward & Kissel acted as counsel to Virtus M&A category, stating that January 2016 September 2016 traditional and alternative investment managers with solutions that are investment advisers and related investment funds (including mutual funds and hedge funds), hedge fund ... Read Full Source
SEC NEWS DIGEST
Investment advisers that are required to register in thirty or otherwise meet the criteria for SEC registration) from the prohibition on SEC registration; and (ii) two alternative amendments to Rule 203A-3 under the and Virtus Capital Management, Inc. (Subadviser) under ... Doc Viewer
Board Oversight Of Sub-Advisers And What To Expect From The CCO
Capital Gains Research Bureau, Inc., stated that investment advisers owe fiduciary duties of care and loyalty to their advisory clients. – approve one of two alternative portfolio limitations on a fund’s In the Matter of Virtus Investment Advisers, Inc. (Nov. 16, 2016) 19 . ... Read More
Form ADV Part 2 - Goodwin Capital Advisers
Goodwin Capital Advisers, Inc. Form ADV Part 2 i March 29, 2011 Investment Counsel, which is now known as Virtus Investment Advisers, founded in 1969. • Alternative Investments . ... Get Document
Duff & Phelps Investment Management Co. March 2011 INVESTMENT ...
Duff & Phelps Investment Management Co. Inc., d/b/a Virtus Investment Partners. Virtus Partners, Inc. comply with Section 205(b) of the Investment Advisers Act of 1940, as amended (the Advisers Act), and all applicable laws and regulations. ... Content Retrieval
SECURITIES AND EXCHANGE COMMISSION (Release No. 34 -76590 ...
4 A Managed Fund Share is a security that represents an interest in an investment company registered The investment adviser to the Fund will be Virtus ETF Advisers LLC (the ³$GYLVHU´ 7KH) XQG ... Retrieve Here
2009 ANNUAL REPORT - Filecache.drivetheweb.com
Virtus Investment Partners, Inc. Investor Relations 100 Pearl Street Hartford, call your financial representative or visit our Web site at www.virtus.com 2009 ANNUAL REPORT. 2009 2008 Summary of Operations (in millions) WEIG ADvISERS llC 900 Third Avenue New York, ... Doc Retrieval
Market Report Asset Management Market Snapshot - MPI
Market Report . Asset Management . Market Snapshot . June 2016 . Page 2 and alternative (hedge funds, private equity) Virtus Investment Partners, Inc. 132.25 227.29 113.47 1,002 54,773 2.2% 1.8% 2.2x 2.5x 7.4x 8.1x 12.4x 14.6x 7.4% 3.0% ... Retrieve Content
ANCORA LETTER TO ZTR CHAIRMAN - Onstream Media
Calling for the termination of ZTR’s investment adviser (Zweig Advisers LLC), Managing the fund’s discount. As the comparison charts illustrate below, Virtus (Zweig Advisers LLC) has failed on both of these fronts. then I recommend that the board find an alternative ... Retrieve Here
Seward & Kissel Advises FOC Partners On Its Sale To NewStar ...
Acted as counsel to Virtus The firm is ranked as Highly Regarded for January 2016 October 2016 ("FOC"), a private alternative asset management firm based in Boston investment advisers and related investment funds (including mutual funds and hedge funds), hedge fund . administrators ... Fetch Here
List Of Mutual-fund Families In The United States - Wikipedia ...
The following is a limited list of mutual-fund families in the United States. Inc; PIMCO (Pacific Investment Management) Pax World; Pioneer TIAA-CREF; T. Rowe Price; Tweedy, Browne; USAA; Value Line; Van Eck (Global) Vanguard; Van Kampen; Virtus Investment Partners; Waddell and Reed ... Read Article
Financial Adviser - Wikipedia, The Free Encyclopedia
Brokers, investment advisers, accountants, lawyers, insurance agents and financial planners. Role. Financial advisors The IFS School of Finance offers alternative courses/qualifications in certain specialist areas such as mortgages and Financial advisers are either restricted or ... Read Article
SECURITIES AND EXCHANGE COMMISSION - Sec.gov
2016 , NYSE Arca, Inc. (³Exchange ´) filed with the Securities and Exchange Commission ( ³Commission ´), pursuant to investment adviser to the Fund will be Virtus ETF Advisers LLC (³$GYLVHU income could be derived from securities subject to the alternative minimum ... Access Document
Mutual Fund - Wikipedia, The Free Encyclopedia
A mutual fund's investment portfolio is continually monitored by the fund's portfolio manager (though hedge fund managers must register as investment advisers). from the alternative minimum tax and from taxes in the state of New Jersey. Bond, stock, and hybrid funds may be ... Read Article
Mid-Large ($3m-50m) A Shares - Paychex
Alternative Long/Short Equity Funds Aberdeen Global Equity Fund Class C GLLCX 003020286 American Century Investment Mgmt Inc American Century Small Cap Growth Fund Class C ANOCX 025083197 9H294 Virtus Investment Partners Inc VAACX 92828R172 9LVH5 PWBCX 92828R479 ... Read Content
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