\nThe transaction, which closed on April 1, further diversifies Virtus\u2019 alternative investment offerings by adding AlphaSimplex\u2019s systematic, quantitative investment solutions that are available to institutional and individual clients. The firm\u2019s distinctive offerings are designed to adapt to changing market dynamics and provide the potential for positive, uncorrelated investment returns even through the markets\u2019 most challenging periods.<\/p>\n
\nAlphaSimplex offers its highly regarded trend-following managed futures strategy through the $2.7 billion, 5-Star Morningstar Rated\u21222<\/sup>AlphaSimplex Managed Futures Strategy Fund<\/a> (ASFYX), which is the third-largest U.S. mutual fund in its category, and also manages the AlphaSimplex Global Alternatives Fund<\/a> (GAFYX). Virtus expects to complete the adoption of these funds in May and the transition of the Luxembourg-domiciled UCITS fund managed by AlphaSimplex, subject to regulatory approval, is expected in the third quarter of 2023. Natixis Investment Managers will continue to distribute the funds until the transitions are complete.<\/p>\n \nAs a boutique affiliate of Virtus, AlphaSimplex will maintain autonomy over its investment processes, brand, and culture, ensuring continuity for its clients, consultants, and distribution partners.<\/p>\n \n\u201cAlphaSimplex offers innovative capabilities that rely on researching and analyzing market behaviors and employing a proprietary risk management process to help investors succeed in ever-evolving markets,\u201d said George R. Aylward, president and chief executive officer of Virtus. \u201cWe are pleased to have the well-respected team at AlphaSimplex join us as an affiliated manager and look forward to supporting their continued growth.\u201d<\/p>\n About AlphaSimplex<\/b><\/p>\n AlphaSimplex<\/a> is a registered investment adviser that seeks to expand the way the world invests with the power of diversification. The firm specializes in researching and analyzing markets and behaviors, including volatility and risk. AlphaSimplex develops systematic investment strategies that are designed to adapt to changing market dynamics, using primarily liquid futures and forward contracts. The firm seeks to deliver investment success and positively impact clients and colleagues by embracing a thoughtful culture of innovation, collaboration, and excellence.<\/p>\n About Virtus Investment Partners, Inc.<\/b><\/p>\n Virtus Investment Partners<\/a> (NASDAQ: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide investment management products and services from our affiliated managers<\/a>, each with a distinct investment style and autonomous investment process, as well as select subadvisers. Investment solutions are available across multiple disciplines and product types to meet a wide array of investor needs. Additional information about our firm, investment partners, and strategies is available at virtus.com<\/a>.<\/p>\n Before investing, consider the fund\u2019s investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.<\/b><\/p>\n \nMutual fund investing involves risk. Principal loss is possible. Futures and forward contracts can involve a high degree of risk and may result in potentially unlimited losses. Because they depend on the performance of an underlying asset, they can be highly volatile and are subject to market, credit, and counterparty risks.<\/p>\n Morningstar Information <\/b>(As of December 31, 2022)<\/p>\n \nAlphaSimplex Managed Futures Strategy Fund (Class Y: ASFYX)<\/p>\n
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