Effective Feb. 1, Rahul Malhotra, a comanager at Virtus AllianzGI Global Allocation (previously AllianzGI Global Allocation), left the firm to pursue an external opportunity. Malhotra had been listed on the strategy since 2013 and was in charge of its 10% sleeve allocated to managed futures. Claudio Marsala, who heads the global multi asset liquid alternatives team, has been listed on the strategy replacing Malhotra. Given the collegial and process-driven nature of this managed-futures sleeve, we don’t expect these changes to be disruptive. All other named comanagers are unchanged, as is our Average People rating on the strategy.
Will AGAMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGAMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AGAMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AGAMX’s parent organization’s priorities and whether they’re in line with investors’ interests.