Virtus Introduces Virtus KAR Mid-Cap ETF
Virtus Investment Partners (NYSE: VRTS) has launched the Virtus KAR Mid-Cap ETF (NYSE: KMID), the first ETF strategy managed by Kayne Anderson Rudnick (KAR). The actively managed ETF focuses on 25-35 high-quality mid-cap stocks, chosen through KAR’s rigorous business-analyst approach to fundamental research. The goal is to achieve attractive, risk-adjusted long-term returns by investing in businesses with sustainable competitive advantages and above-average growth potential. Jon Christensen, CFA, and Craig Stone manage the ETF. Virtus’ multi-manager ETF platform now includes 19 actively managed and index-based ETFs, offering diverse asset classes.
Virtus Investment Partners (NYSE: VRTS) ha lanciato il Virtus KAR Mid-Cap ETF (NYSE: KMID), il primo ETF gestito da Kayne Anderson Rudnick (KAR). Questo ETF attivamente gestito si concentra su 25-35 azioni di alta qualità a media capitalizzazione, scelte attraverso l'approccio analitico rigoroso di KAR per la ricerca fondamentale. L'obiettivo è ottenere rendimenti a lungo termine attraenti, corretti per il rischio, investendo in aziende con vantaggi competitivi sostenibili e un potenziale di crescita superiore alla media. Jon Christensen, CFA, e Craig Stone gestiscono l'ETF. La piattaforma multi-manager di ETF di Virtus include ora 19 ETF attivamente gestiti e basati su indici, offrendo diverse classi di attivi.
Virtus Investment Partners (NYSE: VRTS) ha lanzado el Virtus KAR Mid-Cap ETF (NYSE: KMID), la primera estrategia de ETF gestionada por Kayne Anderson Rudnick (KAR). Este ETF gestionado activamente se centra en 25-35 acciones de media capitalización de alta calidad, seleccionadas a través del riguroso enfoque analítico de KAR en la investigación fundamental. El objetivo es lograr atractivos rendimientos a largo plazo ajustados al riesgo, invirtiendo en negocios con ventajas competitivas sostenibles y un potencial de crecimiento superior a la media. Jon Christensen, CFA, y Craig Stone gestionan el ETF. La plataforma de ETF de múltiples gestores de Virtus ahora incluye 19 ETF gestionados activamente y basados en índices, ofreciendo diversas clases de activos.
Virtus Investment Partners (NYSE: VRTS)가 Virtus KAR Mid-Cap ETF (NYSE: KMID)를 출시했습니다. 이는 Kayne Anderson Rudnick (KAR)가 관리하는 첫 번째 ETF 전략입니다. 이 적극적으로 관리되는 ETF는 KAR의 철저한 비즈니스 분석 접근 방식을 통해 선택된 25-35개의 고품질 중형주에 집중합니다. 목표는 지속 가능한 경쟁 우위와 평균 이상의 성장 잠재력을 가진 기업에 투자하여 매력적이고 위험 조정된 장기 수익을 달성하는 것입니다. Jon Christensen, CFA 및 Craig Stone이 ETF를 관리합니다. Virtus의 다중 관리자 ETF 플랫폼에는 현재 19개의 적극적으로 관리되는 ETF와 인덱스 기반 ETF가 포함되어 있으며, 다양한 자산 클래스를 제공합니다.
Virtus Investment Partners (NYSE: VRTS) a lancé le Virtus KAR Mid-Cap ETF (NYSE: KMID), la première stratégie d'ETF gérée par Kayne Anderson Rudnick (KAR). Cet ETF géré activement se concentre sur 25 à 35 actions de milieu de gamme de haute qualité, choisies grâce à l'approche rigoureuse d'analyse commerciale de KAR en matière de recherche fondamentale. L'objectif est d'obtenir des rendements à long terme attrayants, ajustés au risque, en investissant dans des entreprises ayant des avantages concurrentiels durables et un potentiel de croissance supérieur à la moyenne. Jon Christensen, CFA, et Craig Stone gèrent l'ETF. La plateforme d'ETF multi-gestionnaires de Virtus comprend désormais 19 ETF gérés activement et basés sur des indices, offrant diverses classes d'actifs.
Virtus Investment Partners (NYSE: VRTS) hat den Virtus KAR Mid-Cap ETF (NYSE: KMID) eingeführt, die erste ETF-Strategie, die von Kayne Anderson Rudnick (KAR) verwaltet wird. Der aktiv verwaltete ETF konzentriert sich auf 25-35 hochwertige Mid-Cap-Aktien, die durch KARS strengen geschäftlichen Analyseansatz zur Fundamentalanalyse ausgewählt wurden. Das Ziel ist es, attraktive, risikobereinigte Erträge über einen langen Zeitraum zu erzielen, indem in Unternehmen mit nachhaltigen Wettbewerbsvorteilen und überdurchschnittlichem Wachstumspotenzial investiert wird. Jon Christensen, CFA, und Craig Stone verwalten den ETF. Die Multi-Manager-ETF-Plattform von Virtus umfasst jetzt 19 aktiv verwaltete und indexbasierte ETFs, die verschiedene Anlageklassen anbieten.
- Launch of Virtus KAR Mid-Cap ETF (KMID) managed by Kayne Anderson Rudnick.
- Focus on high-quality mid-cap stocks with sustainable competitive advantages.
- Actively managed, concentrated portfolio of 25-35 stocks.
- Expansion of Virtus’ multi-manager ETF platform to 19 ETFs.
- None.
KMID leverages Kayne Anderson Rudnick’s expertise in quality-focused equity strategies
The Virtus KAR Mid-Cap ETF is an actively managed, concentrated portfolio consisting of 25-35 high-quality mid-cap stocks, selected using KAR’s disciplined and rigorous business-analyst approach to fundamental research, and looking to own these businesses for the long run. KMID aims to generate attractive risk-adjusted long-term returns by offering investments in businesses with sustainable competitive advantages that can maintain above-average growth and are better positioned to exceed consensus growth expectations.
“We consider mid-caps to be in the equity ‘sweet spot’ between faster-growing small caps and less-volatile large caps, representing an attractive investment opportunity,” said KAR’s Jon Christensen, CFA, portfolio manager and senior research analyst, who manages KMID with Craig Stone, co-chief investment officer and portfolio manager. “Investors whose portfolios do not have dedicated exposure to mid-cap equities may be missing out on the growth potential of this compelling segment.”
Virtus’ multi-manager ETF platform, Virtus ETF Solutions, now offers 19 actively managed and index-based ETFs across multiple asset classes. These include the Virtus Terranova
“We are excited to launch the first ETF managed by Kayne, which has been delivering high-quality investment strategies for 40 years,” said William J. Smalley, executive managing director, Virtus ETF Solutions. “KAR is extending to investors its well-known active management capabilities in a transparent and tax-efficient structure that adds value to their stock selection process by selecting what they consider to be quality mid-sized businesses with strong growth prospects.”
About Kayne Anderson Rudnick
Kayne Anderson Rudnick, an affiliate of Virtus Investment Partners, is an investment management and wealth advisory firm founded in 1984 by John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). Based in
About Virtus ETF Solutions
Virtus ETF Solutions is an ETF sponsor that offers actively managed and index-based investment capabilities across multiple asset classes, seeking to deliver a family of complementary ETFs that provide investors access to differentiated investment capabilities from select managers.
About Virtus Investment Partners, Inc.
Virtus Investment Partners (NYSE: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide investment management products and services from our affiliated managers, each with a distinct investment style and autonomous investment process, as well as select subadvisers. Investment solutions are available across multiple disciplines and product types to meet a wide array of investor needs. Additional information about our firm, investment partners, and strategies is available at virtus.com.
Risk Considerations
Exchange-Traded Funds (ETF): The value of an ETF may be more volatile than the underlying portfolio of securities it is designed to track. The costs to the portfolio of owning shares of an ETF may exceed the cost of investing directly in the underlying securities. Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small, medium, or large-sized companies may enhance that risk. Limited Number of Investments: Because the portfolio has a limited number of securities, it may be more susceptible to factors adversely affecting its securities than a portfolio with a greater number of securities. Non-Diversified: The portfolio is not diversified and may be more susceptible to factors negatively impacting its holdings to the extent the portfolio invests more of its assets in the securities of fewer issuers than would a diversified portfolio. Market Price/NAV: At the time of purchase and/or sale, an investor’s shares may have a market price that is above or below the fund’s NAV, which may increase the investor’s risk of loss. Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio’s manager(s) to invest its assets as intended.
Prospectus: For additional information on risks, please see the fund’s prospectus.
The Russell Midcap® Index is a market capitalization-weighted index of medium-capitalization stocks of
Please consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. The prospectus contains this and other information about the fund. Contact us at 1-800-243-4361 or visit virtus.com for a copy of the fund's prospectus. Read the prospectus carefully before you invest or send money.
Mutual funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.
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Media Relations
Ryan Graham
(862) 777-4274
rgraham@jconnelly.com
Josh Silvia
(860) 503-1327
josh.silvia@virtus.com
Source: Virtus KAR Mid-Cap ETF
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