Virtus AllianzGI Focused Growth’s newest comanager, Nina Gupta, abruptly resigned from subadvisor AllianzGI and is no longer a manager on this strategy effective Aug. 4, 2021. Gupta’s surprising departure continues an unwelcome pattern of manager churn on this strategy; she’s the eighth manager to depart since 2009. However, her involvement here was limited--she’d been a comanager for just four months--so her departure does not affect the strategy’s Average People rating or Morningstar Analyst Rating of Neutral.
Virtus AllianzGI Focused Growth P AOGPX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AOGPX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AOGPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
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The Parent Pillar is our rating of AOGPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Manager Departure on Virtus AllianzGI Focused Growth Does Not Affect Ratings
