| Fund Inception | 10/20/1997 |
| Name of Issuer | Virtus |
| Fund Advisor(s) | Virtus Investment Advisers, LLC |
| Sub-Advisor(s) | Sustainable Growth Advisers, LP |
Fund Managers for HIEMX
Kishore Rao
Portfolio Manager since 12/27/2023
Kishore is a Principal, Analyst and Portfolio Manager on the SGA Investment Committee. Kishore has been with
the firm since 2004 and also sits on SGA’s Executive Committee. He has been co-manager of SGA’s Emerging Markets Growth Portfolio since its inception in 2014. In 2020, he joined the portfolio management team of SGA’s flagship US Large Cap Growth Portfolio as co-manager. In 2022, he joined the portfolio management teams for SGA’s Global Growth and International Growth Portfolios. Historically, Kishore oversaw SGA’s analysts’ internship program where we mentor promising analyst candidates who are completing their Master’s degrees at leading universities. Prior to joining SGA, Kishore was a member of the investment team at Trident Capital, a venture capital firm managing a portfolio of software, technology, and business service companies. He was a Founder and General Manager of the Street Events division of CCBN before it was sold to Thomson Reuters. Previously, Kishore was an Investment Analyst at Tiger Management following healthcare services and software companies and an Analyst at Wellington Management following semiconductor equipment.
Kishore has a B.S. in Industrial Management from Carnegie Mellon University and an MBA from Harvard Business School.
Hrishikesh Gupta
Portfolio Manager since 12/27/2023
HK is a Principal, Analyst and Portfolio Manager on the SGA Investment Committee. HK has been with the firm since 2014 and sits on SGA’s Executive Committee. He has been co-manager of SGA’s Emerging Markets Growth Portfolio since its inception in 2014. In 2021, he joined the portfolio management team of SGA’s flagship Global Growth Portfolio as co-manager. In 2022, he joined the portfolio management team for SGA’s US Large Cap Growth Portfolio. HK worked at three companies that have featured on our Qualified Company List (Qualcomm, American Express and Amazon) before joining the investment industry. Prior to joining SGA, HK was a Senior Analyst at MDR Capital Management, a long / short equity hedge fund, and an Associate Managing Director at Iridian Asset Management. HK followed the Technology, Telecommunications, Industrials, Basic Commodity and Refiners sectors while at MDR and Iridian. He also worked as an Investment Banking Associate at Bank of America Merrill Lynch, and advised industrials and financials’ clients on private placements and M&A. As noted, HK spent three years in industry as a Product and Program Manager at Amazon.com and, as part of their strategic executive division, led the launch of Amazon’s Japanese and German merchant platforms. HK holds a Bachelor’s degree in Computer Science from Indian Institute of Technology (IIT) Bombay, an MS in Computer Science from the University of California, San Diego and an MBA with specialization in Corporate Finance from the Stern School of Business at NYU.
HK was born, raised and educated in India and is fluent in Hindi.
Alexandra Lee
Portfolio Manager since 04/01/2025
Alexandra (Alex) is a Principal, Analyst and Portfolio Manager on the SGA Investment Committee. She has been with the firm since 2004. Alex has been co-manager of SGA’s International Growth Portfolio since its inception in 2015. Before her career in the investment industry, Alex was a practicing medical doctor in Korea.
Prior to joining SGA, she was an Associate Director and an equity analyst at Bear Stearns, where she was responsible for coverage of large cap biotechnology companies, and served as a member of the firm’s global healthcare research team. Previously, Alex was employed at JP Morgan as an equity research analyst.
Alex has an M.D. from Yonsei University in Korea and an MBA from Harvard Business School. She was born in South Korea, grew up in South Korea and the Philippines, and is fluent in Korean.
