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Advisor Information for PALAX

Fund Inception09/30/1998
Name of IssuerVirtus
Fund Advisor(s)Virtus Investment Advisers, LLC
Sub-Advisor(s)Newfleet Asset Management
Virtus Systematic
Virtus Multi-Asset

Fund Managers for PALAX

Paul Pietranico
Portfolio Manager since 05/04/2009
Paul Pietranico is a senior managing director and chief investment officer of Virtus Multi-Asset, a division of Virtus Advisers, LLC. As head of the Multi-Asset Team, he leads the investment committee and oversees the research efforts that drive its active asset allocation approach.
Heather Bergman
Portfolio Manager since 02/01/2017
Heather Bergman is a managing director and senior portfolio manager with Virtus Multi-Asset, a division of Virtus Advisers, LLC.
Kunal Ghosh
Portfolio Manager since 07/25/2022
Kunal Ghosh is a senior managing director and chief investment officer of Virtus Systematic, a division of Virtus Advisers, LLC. Prior to joining Virtus in 2022, Mr. Ghosh was a portfolio manager and a managing director with Allianz Global Investors, which he joined in 2006. Mr. Ghosh has 20 years of investment industry experience. He was previously a research associate and portfolio manager for Barclays Global Investors, where he built and implemented models for portfolio management. Before that, Mr. Ghosh was a quantitative analyst for the Cayuga Hedge Fund. Mr. Ghosh earned a B.Tech. from the Indian Institute of Technology, an M.S. in material engineering from the University of British Columbia, and an M.B.A. from Cornell University. He began his career in the investment industry in 2002.
Michael Rothstein
Portfolio Manager since 01/27/2023
Michael Rothstein is a managing director and senior portfolio manager with Virtus Multi-Asset, a division of Virtus Advisers, LLC. Prior to joining Virtus in 2022, Mr. Rothstein was a portfolio manager and head of product specialists for the Multi Asset US team at Allianz Global Investors, which he joined in 2007.Mr. Rothstein is a Chartered Financial Analyst®, a certified Financial Risk Manager and a Chartered Alternative Investment Analyst®. He earned an M.B.A. in statistics from Baruch College and a B.S. in finance from Ramapo College.
Ryan Jungk
Portfolio Manager since 01/28/2025
Ryan Jungk, CFA, is a senior managing director, corporate credit analyst and investment grade corporate sector co-head at Newfleet Asset Management, a division of Virtus Fixed Income Advisers, LLC (“VFIA”). He is also responsible for covering investment grade financials, building, industrial, and metals & mining industries. Prior to joining Newfleet in 2012, Mr. Jungk was a junior fixed income analyst at the Knights of Columbus, serving as a sector generalist. Mr. Jungk earned a B.B.A. from Stetson University. He is a CFA® (Chartered Financial Analyst®) charterholder. He began his career in the investment industry in 2010.
Stephen Hooker
Portfolio Manager since 01/28/2025
Stephen H. Hooker, CFA is the Director of Foreign Research, sector manager for emerging markets debt and a member of the corporate credit research group at Newfleet (since 2011). He is responsible for the paper and packaging and chemicals industry sectors, and the Eastern Europe, Middle East, and Africa sovereign credit sector. From 2005 until 2011, Mr. Hooker was vice president, senior credit analyst at Aladdin Capital Management and Global Plus Investment Management, respectively, both of which specialize in high yield and structured credit products. Prior to 2005, he was at Goodwin for 12 years, serving in various capacities, including as a senior credit analyst and emerging markets sector manager on its fixed income team. Mr. Hooker earned a B.A. in psychology from Trinity College. He has held the Chartered Financial Analyst designation since 1999. He began his career in the investment industry in 1993.