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Advisor Information for PDIAX

Fund Inception09/25/1997
Name of IssuerVirtus
Fund Advisor(s)Virtus Investment Advisers, LLC
Sub-Advisor(s)Kayne Anderson Rudnick Investment Management LLC

Fund Managers for PDIAX

Richard Sherry
Portfolio Manager since 09/01/2020
Richard Sherry, CFA is a Portfolio Manager and a Senior Research Analyst with primary responsibilities for the large-capitalization communication services, energy, financials, real estate, and utilities sectors. Mr. Sherry joined Kayne Anderson Rudnick in 1995 as a Marketing Analyst before becoming a Research Analyst. He began his career in equity research in 1998. Before joining our organization, Mr. Sherry worked as Operations/Marketing Supervisor at Pilgrim Asset Management. He earned a B.A. in Economics from the University of California, Los Angeles, and an MBA from the University of Southern California. Mr. Sherry is a CFA charterholder and a member of the CFA Society of Los Angeles, Inc.