Bringing you live news and features since 2006 

George R Aylward, Virtus' president and chief executive officer

Virtus Investment Partners launches Newfound Investments

RELATED TOPICS​

Virtus Investment Partners has established Newfound Investments, a new investment manager that will expand Virtus’ offerings of investment solutions by adding disciplined, rules-based strategies to manage a variety of asset classes.

Virtus established Newfound Investments in partnership with Newfound Research, a financial technology firm that will provide access to proprietary research and asset allocation models. Newfound Research, which has a minority interest in the new firm, is known for its absolute US sector exposure recommendations used by investment management companies and advisers.

The first strategies that will be managed by Newfound Investments using Newfound Research’s exclusive tactical models will be three new "Virtus Disciplined" open-end mutual funds. Virtus has filed registrations for the Virtus Disciplined Equity Style Fund, Virtus Disciplined Select Bond Fund, and Virtus Disciplined Select Country Fund. Corey Hoffstein, co-founder and chief investment officer of Newfound Research and chief investment officer of Newfound Investments, will be a portfolio manager for the new funds.

George R Aylward (pictured), Virtus’ president and chief executive officer, says: "We believe there is an ever-increasing demand among financial advisors to offer their clients portfolios that have a disciplined investment thesis and, more importantly, explainable and repeatable results. The markets have evolved greatly over the past decade, and there is a need to deliver investment solutions that can capture performance using rules-based tactical allocation methodologies that focus on generating dependable outcomes rather than chasing performance."

"With today’s changing market conditions, portfolios need to be nimble in their execution, and we believe financial advisors will welcome the opportunity to access the ‘Virtus Disciplined’ funds that use our innovative customised allocation methodologies to create a more consistent fit between portfolio behaviour and investor expectations," says Tom Rosedale, co-founder and chief executive officer of Newfound Research. "We are excited about this partnership because it combines Virtus’ product expertise and strong retail distribution capabilities with Newfound Research’s proprietary technology based on our intellectual capital."

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by