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Advisor Information for SHCDX

Fund Inception06/01/2011
Name of IssuerVirtus
Fund Advisor(s)Virtus Investment Advisers, LLC
Sub-Advisor(s)Virtus Fixed Income Advisers, LLC
Stone Harbor Investment Partners

Fund Managers for SHCDX

James Craige
Portfolio Manager since 06/01/2011
Jim is one of the founding partners of Stone Harbor Investment Partners and is a member of the firm’s Executive Committee. In his role as CIO and Head of Emerging Markets Debt at Stone Harbor, Jim heads a team that manages emerging markets and global high yield portfolios for institutions including public and private pension plans, sovereign wealth funds, and insurance companies globally. Prior to helping found Stone Harbor in 2006, Jim served as a Managing Director and Senior Portfolio Manager for Emerging Markets Debt, and as a member of the Investment Policy Committee at Citigroup Asset Management. He held similar positions at Salomon Brothers, which he joined in 1992, prior to it being purchased by Citigroup in 1998. Jim began his career as a fixed-income Trading Associate at Lehman Brothers in 1989. He is a member of the CFA Institute and the CFA Society New York. Jim attained a BS in Finance from the University of Vermont in 1989 and serves on the Board of Advisors of the Grossman School of Business.
Stuart Sclater-Booth
Portfolio Manager since 09/30/2017
Stuart joined the team in 2014. Prior to joining Stone Harbor, Stuart served as Managing Director/Head of Emerging Markets Desk Strategy at Goldman Sachs. Previously, Stuart served as Executive Director/Global Head of EM Macro Strategy at JP Morgan Chase Securities. While at JP Morgan Chase Securities, he also served in a series of roles, including Executive Director of Emerging Markets Proprietary Trading and Vice President/Head of Trade Strategy. Earlier in his career, Stuart was a Research Assistant in the U.S. Macro Research Department at PaineWebber and an Assistant Economist in the Domestic Research Department at the Federal Reserve Bank of New York. Stuart attained a BA in Economics from Vassar College and an MA in Economics from Boston University.
Richard Lange
Portfolio Manager since 09/28/2023
Richard joined the team in 2010. Prior to joining Stone Harbor, Richard served as a Trader for Autonomy Capital Group in London where he was responsible for private equity and debt investments in emerging market corporates. Prior to his time spent at Autonomy Capital, Richard served as the Director for Latin America Corporate Credit Trading at Deutsche Bank. He attained a BA in Finance and Accounting from the Institut Commercial Superieur in Paris and an MBA from the Executive Program at Columbia University.
Darin Batchman
Portfolio Manager since 09/28/2023
Darin joined the team in 2011 and has 22 years of industry experience. Prior to joining Stone Harbor, Darin served as a Director of Latin America Integrated Credit Trading at Deutsche Bank Securities where he was responsible for structured debt and equity transactions for Latin American corporates as well as managing all phases of transactions including initial pitches, pricing, due diligence, legal documentation and syndication. Prior to his time at Deutsche Bank, he served as a Director and Senior Vice President of Equity Strategies at Lehman Brothers, Inc./ Barclays Capital as well as an Associate Director of Emerging Markets Fixed Income Research at Bear Stearns & Co. Inc. Additionally, Darin served as an Emerging Markets Fixed Income Analyst at Orix USA, and then subsequently as a Vice President and Head of Emerging Markets Corporate Research at BCP Securities. Prior to his time at Orix USA, he served as a High Yield Research Associate in the Emerging Markets Group at Credit Suisse First Boston/ Donaldson, Lufkin & Jenrette and also as a High Yield Research Associate at the Banque Nationale de Paris in New York. Darin began his career as an Investment Banking Associate at Deutsche Bank Securities. He attained a BS in Business Administration from Kansas State University and an MBA with an emphasis in Finance from the Leonard N. Stern School of Business at New York University.