Virtus GF Clean Energy Fund
The S&P Global Clean Energy Index (net)
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management pursues specialized investment strategies with exceptional depth of resources and expertise. Since its earliest beginnings, providing research and analysis of income producing securities to Depression-era investors, the firm's attention has been set on identifying attractive opportunities through active management and fundamental research, while managing the associated risks. Today, building on a distinguished legacy, Duff & Phelps has earned a reputation as a leader in investing in Global Listed Infrastructure, Global Listed Real Estate, Clean Energy, and Diversified Real Assets.
Quality. Reliability. Specialization. Since 1932.
Learn more about Duff & Phelps Investment Management Co.
This is a marketing communication. Please refer to the prospectus of the UCITS and to the PRIIPS KID/KIID before making any final investment decisions.
- The Virtus GF Clean Energy Fund (Fund) seeks to generate attractive total returns by investing globally in a portfolio of clean, renewable, and sustainable companies and technologies that will power the energy needs of the future. The Fund focuses on well-positioned market leaders at the forefront of clean energy innovation and commercialization.
- The Fund invests in a specialized portfolio of clean energy market leaders with a balanced and diversified approach across technologies, sectors, and geographies. Investors may benefit from the long-term secular growth of clean energy demand and the projected build-out of renewable energy generation across the utility, industrial, technology, and energy sectors.
- The team selects a high-conviction portfolio of clean energy producers, clean energy technology and equipment providers, and clean energy transmission and distribution companies where innovation has been most commercially proven.
- Duff & Phelps’ history and proven process with utilities and energy investments spans more than eight decades. Maintaining direct insight into every part of the clean energy value chain, through specialized research and analysis, along with crucial knowledge of the legislative and regulatory environment, provides for a distinct vantage point.
- Investors invest in shares of the Fund. The Fund is suitable for investors who are willing to tolerate a moderate level of volatility and who expect to maintain their investment over the long-term horizon.
- The Fund is actively managed. The Fund uses the S&P Global Clean Energy Index (net) as a comparator benchmark but not to constrain portfolio composition or as a target for performance.
This fund is registered in the following country: United Kingdom
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Global Clean Energy Universe
Developed and select developing markets across utilities, industrials, technology, and energy sectors
Investable Clean Energy Universe
Screen for trading liquidity and market cap considerations
Core Research List
Evaluate eligibility requirements, business model, and long-term sustainability of clean energy producers, clean energy technology and equipment providers, and clean energy transmission and distribution companies
Ranked by asset and management quality, and favorable regulatory environments
Perform fundamental bottom-up on Focus List to get to a high-conviction portfolio of 30-40 companies
Benjamin Bielawski, CFA
Portfolio Manager, Senior Research Analyst
Industry start date: 1995
Start date as fund Portfolio Manager: 2023
Benjamin Bielawski is a managing director, senior research analyst, and portfolio manager for the clean energy strategy at Duff & Phelps Investment Management Co., an investment management affiliate of Virtus Investment Partners. He concentrates his research on the global utilities and communications sectors and leads the firm’s research efforts on companies and technologies that will power the energy needs of the future.
Mr. Bielawski joined Duff & Phelps in 2017 from Institutional Capital LLC (ICAP), where he covered global utilities, telecommunications, infrastructure, media, and consumer services sectors as a senior global equity analyst and executive vice president for over 18 years. In addition to these responsibilities, he co-managed ICAP’s global high dividend yield portfolios and was a voting member of the Institutional Capital Investment Committee, which made final decisions on all portfolio recommendations domestically and internationally. Prior to ICAP, he spent four years at Harris Associates in Institutional Services.
Mr. Bielawski earned a B.S. in business administration from Wayne State University and an M.B.A. with concentrations in accounting and finance from the University of Chicago Graduate School of Business. He is a Chartered Financial Analyst® (CFA®) charterholder and he began working in the investment industry in 1995.
Eric Fogarty, CFA
Portfolio Manager, Senior Research Analyst
Industry start date: 1997
Start date as fund Portfolio Manager: 2023
Eric Fogarty is a managing director, senior research analyst on the infrastructure team, and portfolio manager for the clean energy strategy at Duff & Phelps Investment Management Co., an investment management affiliate of Virtus Investment Partners. He concentrates his research on the utilities sector and leads the firm’s research efforts on companies and technologies that will power the energy needs of the future.
Mr. Fogarty joined Duff & Phelps in 2018 from Goldman Sachs Asset Management (GSAM), where he served as an investment committee member and portfolio manager for the GSAM Global Infrastructure Fund. He was also portfolio manager for the U.S. ESG Fund and a senior member of the task force charged with integrating ESG factors into GSAM’s investment process. Additionally, he was the utilities and consumer staples sector specialist for GSAM’s small-, mid-, and large-cap value and income funds. He also held roles as a derivatives specialist, equity fund risk manager, and trader at GSAM. Prior to Goldman Sachs, he worked at Chase Manhattan Bank in New York, where he started his career.
Mr. Fogarty earned a B.S. from Binghamton University. He is a Chartered Financial Analyst® (CFA®) charterholder and began working in the investment industry in 1997.
|Virtus Global Funds UCITS Daily NAV Report|
|Virtus Global Funds ICAV Redemption Form|
|Virtus Global Funds ICAV Application|
|Virtus Global Funds ICAV Additional Subscription Form|
|Virtus Global Funds Codes & Fee Schedule|
|2023 Virtus GF Clean Energy Fund Distribution Calendar|
|Virtus GF Clean Energy Fund Performance Report|
|Virtus Global Funds Distribution Contact Info|
|2023 Virtus Global Funds Holiday Calendar|
|2024 Virtus Global Funds Holiday Calendar|
|2024 Virtus Global Funds Distribution Calendar|
The S&P Global Clean Energy Index (net) is designed to measure the performance of companies in global clean energy-related businesses from both developed and emerging markets, with a target constituent count of 100, calculated on a total return basis with net dividends reinvested. The index is unmanaged, its returns do not reflect any fees, expenses, or sales charges, and is not available for direct investment.
The Virtus Global Funds (the “Funds”) are comprised of an open-ended investment company and an open-ended Irish collective asset-management vehicle, each of which is structured as an umbrella fund with segregated liability between sub-funds and each of which is authorised, formed and regulated under the laws of Ireland as an Undertaking for Collective Investment in Transferable Securities (“UCITS”). The offering of the shares of the Virtus Global Funds is restricted in many jurisdictions and investors must inform themselves of and observe applicable restrictions in their jurisdiction. The Funds are distributed by VP Distributors, LLC, One Financial Plaza, Hartford, CT 06103, USA. The Funds’ current prospectuses and PRIIPS KID/KIID contain more information as well as the risks of investing and may be obtained free of charge from BNY Mellon Fund Services (Ireland) Designated Activity Company, Wexford Business Park, Rochestown, Drinagh, Wexford Y35 VY03 Ireland Phone: (+353 21) 438 00 99, or by visiting www.virtusglobalfunds.com. The Funds have not been registered under the United States Investment Company Act of 1940, as amended, or the United States Securities Act of 1933, as amended, and are not available for sale in the U.S. or to U.S. Persons. Please see the Funds’ prospectus for a definition of U.S. Person.
NOT FOR SALE IN THE U.S. OR TO U.S. PERSONS