| Fund Inception | 06/28/2006 |
| Name of Issuer | Virtus |
| Fund Advisor(s) | Virtus Investment Advisers, LLC |
| Sub-Advisor(s) | Kayne Anderson Rudnick Investment Management LLC |
Fund Managers for PXSGX
Todd Beiley
Portfolio Manager since 04/14/2008
Todd Beiley, CFA is Head of Research, Portfolio Manager, and Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials (insurance industry) and information technology sectors. As Head of Research, Mr. Beiley leads our research process and oversees the firm’s team of equity research analysts.
Mr. Beiley began his equity research career in 1999. Before joining Kayne Anderson Rudnick in 2002, he worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an MBA from the University of Southern California. Mr. Beiley is a CFA charterholder.
Jon Christensen
Portfolio Manager since 02/25/2009
Jon K. Christensen, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care and industrials (aerospace & defense) sector. He began his equity research career in 1995. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an MBA from the California State University, Long Beach. Mr. Christensen is a CFA charterholder.
Adam Xiao
Portfolio Manager since 01/01/2026
Adam Xiao, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for small and mid-capitalization portfolios in the financials, consumer discretionary, information technology, and industrials sectors. He began his career in equity research in 2013. Prior to joining Kayne Anderson Rudnick in 2018, Mr. Xiao was with Diamond Hill Capital Management, where he was a senior associate covering telecommunications and networking equipment companies. Mr. Xiao earned his B.A. in operations research and management science from University of California, Berkeley and his MBA from Columbia Business School. Mr. Xiao is a CFA charterholder.
