Fund Inception | 11/30/2001 |
Name of Issuer | Virtus |
Fund Advisor(s) | Virtus Investment Advisers, LLC |
Sub-Advisor(s) | Ceredex Value Advisors LLC |
Fund Managers for SMVFX
Donald Wordell
Portfolio Manager since 11/30/2001
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.
Cody Smith
Portfolio Manager since 02/15/2023
Cody Smith is a managing director, portfolio manager at Ceredex Value Advisors. His primary responsibilities include managing the Mid-Cap Value Equity and Concentrated SMID Cap Value Equity strategies.
Mr. Smith joined what is now Ceredex in 2007. He began his investment career in 2004, working as a research analyst at Piper Jaffrey covering the medical device sector.
Mr. Smith is a graduate of Drake University with a B.S.B.A. in finance and a minor in mathematics. He is a CFA charterholder since 2009.