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Advisor Information for VKSIX

Fund Inception03/07/2018
Name of IssuerVirtus
Fund Advisor(s)Virtus Investment Advisers, LLC
Sub-Advisor(s)Kayne Anderson Rudnick Investment Management LLC

Fund Managers for VKSIX

Julie Kutasov
Portfolio Manager since 03/07/2018
Julie Kutasov is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization materials, industrials, and utilities sector. She began her career in equity research in 2001. Before joining Kayne Anderson Rudnick in 2001, Ms. Kutasov worked at Goldman Sachs in a program focused on investment management for high-net worth individuals and at Arthur Andersen as a Senior Associate leading teams that provided financial-audit and business-advisory services to a variety of clients in service-related industries.
Craig Stone
Portfolio Manager since 03/07/2018
Craig Stone is Co-Chief Investment Officer, Portfolio Manager, Senior Research Analyst and a member of the Executive Management Committee. Mr. Stone’s primary research responsibilities are for the small and mid-capitalization real estate and consumer staples sectors. Mr. Stone began his equity research career in 1990. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International Business from San Francisco State University and an MBA from the University of Southern California.
Jon Christensen
Portfolio Manager since 03/07/2018
Jon K. Christensen, CFA is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care and industrials sector. He began his equity research career in 1995. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an MBA from the California State University, Long Beach. Mr. Christensen is a CFA charterholder.