Fund Inception | 10/09/2003 |
Name of Issuer | Virtus |
Fund Advisor(s) | Virtus Investment Advisers, LLC |
Sub-Advisor(s) | Ceredex Value Advisors LLC |
Fund Managers for SASVX
Donald Wordell
Portfolio Manager since 02/15/2023
Don Wordell is a managing director and senior portfolio manager with Ceredex Value Advisors. His primary responsibilities are managing the Mid-Cap Value Equity, Concentrated SMID Cap Value Equity, and Small Cap Value Equity strategies.
Mr. Wordell began his investment career and joined what is now Ceredex in 1996 as a research analyst covering value equity strategies. In 2001, he was appointed portfolio manager of the Mid-Cap Value Equity Strategy.
Mr. Wordell is a graduate of the University of Central Florida, where he earned both a B.S. in finance and an M.B.A. He is a Chartered Financial Analyst (“CFA®â€) charterholder since 2004. He began working in investment management in 1996.