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Advisor Information for SASVX

Fund Inception10/09/2003
Name of IssuerVirtus
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®”) charterholder since 2004. He began working in investment management in 1996.