Fund Inception | 08/16/2007 |
Name of Issuer | Virtus |
Fund Advisor(s) | Virtus Investment Advisers, LLC |
Sub-Advisor(s) | Virtus Fixed Income Advisers, LLC Stone Harbor Investment Partners |
Fund Managers for SHMDX
James Craige
Portfolio Manager since 08/16/2007
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.