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Advisor Information for ASHAX

Fund Inception10/03/2011
Name of IssuerVirtus
Fund Advisor(s)Virtus Investment Advisers, LLC
Sub-Advisor(s)Newfleet Asset Management

Fund Managers for ASHAX

David Albrycht
Portfolio Manager since 07/25/2022
David L. Albrycht, CFA, President and Chief Investment Officer, has served as portfolio manager since 2018 and joined Newfleet in 2011. Mr. Albrycht was Executive Managing Director and Senior Portfolio Manager with Goodwin Capital Advisers, a former Virtus investment management subsidiary. Mr. Albrycht joined the Goodwin multi-sector fixed income team in 1985 as a credit analyst and has managed fixed income portfolios since 1991.
Francesco Ossino
Portfolio Manager since 07/25/2022
Mr. Ossino is a senior managing director, senior portfolio manager, and sector head of the bank loan asset class at Newfleet. Before joining Newfleet in 2012, Mr. Ossino worked at Hartford Investment Management as a bank loan portfolio manager from 2004 to 2012, primarily focused on mutual fund portfolios and a commingled bank loan portfolio for institutional investors. He began his investment career in 1996. He received a BS in economics from Brandeis University and an MS in international economics and finance from Brandeis University and Luigi Bocconi University in Italy.
Kyle Jennings
Portfolio Manager since 07/25/2022
Kyle A. Jennings, CFA. Mr. Jennings is Portfolio Manager – Bank Loan Sector of Newfleet (since June 2011). Mr. Jennings is Senior Managing Director and Head of Credit Research (since 2011). Until June 2011, he was Managing Director (2008 to 2011) and 2nd Vice President (2005 to 2008) of Goodwin. Previously, he was associated with VIA, at which time it was an affiliate of Goodwin, and was a member of the corporate research team since 1998. Mr. Jennings is the sector manager for the leveraged loan sector and assists in formulation of the leveraged loan finance strategy for the retail multi-sector funds.He has over 20 years of investment experience.
Eric Hess
Portfolio Manager since 07/25/2022
Eric Hess, CFA, is a senior managing director, portfolio manager and high yield sector co-head at Newfleet Asset Management, a division of Virtus Fixed Income Advisers, LLC (“VFIA”). He is also responsible for credit research of the energy sector. In addition, Mr. Hess is portfolio manager of the Newfleet High Yield and Short Duration High Income strategies. Prior to joining Newfleet in 2011, Mr. Hess was on the fixed income team at Goodwin Capital Advisers. He joined Goodwin Capital’s corporate credit research group in 2010. Previous to joining Goodwin, he was a credit analyst for The Travelers Companies. Mr. Hess earned a B.B.A. in finance from the University of Notre Dame, and he is a CFA® (Chartered Financial Analyst®) charterholder. He began his career in the investment industry in 2006.
William Eastwood
Portfolio Manager since 07/25/2022
William Eastwood, CFA, is a senior managing director, portfolio manager, and head of trading at Newfleet Asset Management, a division of Virtus Fixed Income Advisers, LLC (“VFIA”), with trading responsibilities primarily for leveraged finance. In addition, Mr. Eastwood is co-portfolio manager of the Newfleet High Yield and Short Duration High Income strategies. Prior to joining Newfleet in 2011, Mr. Eastwood served as a senior fixed income trader at several firms, including Neuberger Berman, PPM America, and Phoenix Investment Counsel. Mr. Eastwood earned a B.S. in finance from Post University and an M.B.A. from the University of Hartford. He is a CFA® (Chartered Financial Analyst®) charterholder. He began his career in the investment industry in 1995.