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George R Aylward, Virtus' president and chief executive officer

Virtus Investment Partners launches Newfound Investments


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."

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