Virtus GF SGA Global Growth Fund
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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 key investor information documents 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.
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Sustainable Growth Advisers, LP
Founded in 2003, Sustainable Growth Advisers is a growth equity manager focused on high-conviction U.S., global, emerging markets, and international portfolios.
Learn more about Sustainable Growth Advisers, LP
This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions.
- SGA strives to identify differentiated high-quality global businesses that offer strong pricing power, recurring revenue streams, long runways of growth, strong cash flow generation, and management teams that have proven to be good stewards of capital. Companies that possess such characteristics form SGA's Qualified Company List of approximately 120 businesses. From it, a concentrated portfolio of 25-35 stocks is created based on an analysis of the cash flowbased valuation of the candidate companies and the long-term investment opportunity they offer.
- Investors invest in shares of the Fund. The Fund is suitable for long term investors seeking capital appreciation and prepared to accept a moderate to high level of volatility.
- The Fund is actively managed. The Fund uses the MSCI AC World 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 countries: Denmark, Germany, Italy, Norway, Sweden, Spain, the UK, and South Africa
This link will direct you to the FUNDINFO site for Virtus GF SGA Global Growth Fund fund documents and data. By accessing the FUNDINFO site you acknowledge that you are not a U.S. Person.
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Qualified Company List
SGA analyzes thousands of businesses to arrive at approximately 120 companies that qualify for investment. The focus is on companies with earnings and revenue growth at a significantly higher level than that of the average stock in the MSCI ACWI Index.
Evaluate Growth Trajectory
Through analysis of:
- Pricing Power
- Recurring Revenues
- Global Opportunity
- Financial Strength
- Management Strength
Cash flow is the ultimate arbiter of value for SGA. They focus on two metrics:
- A 10-year discounted cash flow model.
- Enterprise Yield: the true free cash flow available to shareholders divided by total market cap.
Robert L. Rohn
Industry start date: 1983
Start date as fund Portfolio Manager: 2017
Rob Rohn is a co-founding principal, portfolio manager, and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a member of the firm’s investment committee, advisory board, and executive committee.
Prior to co-founding SGA in 2003, Mr. Rohn was a principal and portfolio manager at W.P Stewart & Co, Ltd., where he managed high-quality growth stock portfolios. During his 13-year tenure at W.P. Stewart, he followed the global retail, consumer product, healthcare, and technology industries, managed $1 billion of assets, helped launch an international portfolio, served as chief executive officer of the firm’s core U.S. investment business, and was chairman of its management committee.
From 1988 through 1991, Mr. Rohn was a vice president with Yeager, Wood & Marshall, Inc., where he was a member of the investment policy committee with responsibilities in equity analysis and portfolio management. He began his career in 1983 at JP Morgan in credit research and corporate finance.
Mr. Rohn earned a B.A., cum laude, from Dartmouth College and an M.B.A from Harvard Business School. He has served on several non-profit boards. He began working in the investment industry in 1983.
Gordon M. Marchand, CPA, CIC, CFA
Industry start date: 1984
Start date as fund Portfolio Manager: 2017
Gordon Marchand is a co-founding principal, portfolio manager, and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a member of the firm’s investment committee, advisory board, and executive committee.
Prior to co-founding SGA in 2003, Mr. Marchand was an executive officer and a member of the investment policy committee and board of directors at Yeager, Wood & Marshall, Inc. since 1984. He also served as the firm’s chief operating officer and chief financial officer.
Mr. Marchand was instrumental in the launch of the John Hancock U.S. Global Leaders Growth Fund in 1995, and has continuously served on its portfolio management team. As a research analyst, he is a generalist having covered companies across multiple industries and global geographies, including financial services, healthcare, retail, consumer products, oil services, and technology.
Mr. Marchand began his career as a management consultant with Price Waterhouse. He is a Chartered Financial Analyst® (CFA®) charterholder, Chartered Investment Counselor (CIC), and Certified Public Accountant (CPA). He is past chairman, president, and member of the governing board of the Investment Adviser Association (IAA), which represents the interests of the investment management community.
Mr. Marchand holds a B.S. from Georgetown University, an M.B.A. from the University of Massachusetts, and has completed graduate study in international business at Oxford University. He began working in the investment industry in 1982.
Hrishikesh (HK) Gupta
Portfolio Manager and Analyst
Industry start date: 2009
Start date as fund Portfolio Manager: 2021
Hrishikesh (HK) Gupta is a portfolio manager and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a principal and member of the firm’s investment committee.
Prior to joining SGA in 2014, Mr. Gupta served as a senior analyst at MDR Capital Management from 2011 to 2013 and as associate managing director at Iridian Asset Management from 2009 to 2010. During this period, he had primary research responsibilities for the technology, telecommunications, industrials, commodity, and refinery sectors. In 2008, he was as an investment banking associate at Bank of America Merrill Lynch, advising clients on private placements and mergers and acquisitions.
Prior to beginning his career in the investment industry, Mr. Gupta was a product and program manager at Amazon.com. As part of Amazon’s strategic executive division, he led the launch of their Japanese and German merchant platforms.
Mr. Gupta earned a B.Tech. in computer science from the Indian Institute of Technology in Bombay, and an M.S. in computer science from the University of California, San Diego. He also holds an M.B.A. with a specialization in corporate finance from the Stern School of Business at New York University. Mr. Gupta joined the investment industry in 2009.