| P/E (FY) | 8.6 | Sales (TTM) | $834.5M |
| Earnings (TTM) | $80.0M | ROE | 14.85% |
| Net Margin | 15.94% | ROIC | — |
| Debt / Equity | 0.42 | TD / EBITDA | 1.68 |
| EPS Growth 3Y | 8.81% | Sales Growth 3Y | −1.28% |
Virtus Investment Partners is a publicly owned investment manager serving individual and institutional clients. It offers client-focused equity and fixed income portfolios and launches equity, fixed income, and balanced mutual funds, investing in public equity, fixed income, and real estate markets as well as exchange traded funds. The firm employs a multi-manager approach, quantitative analysis, and in-house research, benchmarking against the S&P 500 Index.
| Market Cap | $1.14B | Trading Days | 4414 |
| 52W High | 203.61 |
| 52W Low | 121.61 |
| % Off High | −15.99% |
| YTD | 8.19% | 1Y | −6.63% |
| 3Y | −3.61% | 5Y | −22.89% |
| 10Y | 172.95% | Since incept. (ann.) | 19.36% |
Investment Management Fees 46% · Open End Funds 18% · Retail Separate Accounts 13% · Institutional Accounts 11% · …
| Ann. Volatility (1Y) | 34.74% | Ann. Volatility (3Y) | 33.06% |
| Sharpe (1Y) | −0.03 | Sharpe (3Y) | 0.09 |
| Max Drawdown (1Y) | −35.94% | Max Drawdown (3Y) | −46.59% |
| Beta (3Y, vs SPY) | 1.14 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| ABX | Abacus Global Management, Inc. | $1.12B | 32.3 |
| RPC | Ridgepost Capital, Inc. | $1.03B | 51.2 |
| GCMG | GCM Grosvenor Inc. | $2.43B | 29.4 |
| HKHC | Horizon Kinetics Holding Corp | $521.8M | 103.7 |
| APAM | Artisan Partners Asset Management Inc. | $2.68B | 10.1 |
| DBRG | DigitalBridge Group, Inc. | $2.89B | 34.5 |
| AAMI | Acadian Asset Management Inc. | $2.94B | 37.3 |
| AB | ALLIANCEBERNSTEIN HOLDING L.P. | $3.49B | — |
| STEP | StepStone Group Inc. | $3.53B | — |
| ALTI | AlTi Global, Inc. | $362.5M | — |
| VALU | VALUE LINE INC | $344.0M | 16.7 |
| CNS |
| $4.24B |
| 27.8 |
