TacticScaleWhat Virtus Investment Partners Does & How It Makes Money (VRTS)
Updated October 2026 · reflects Virtus Investment Partners's latest reported financials
Hartford-based asset manager offering multi-manager funds and portfolios. Like other asset managers, Virtus earns fees mainly based on the value of client assets it manages in its funds and portfolios, so its revenue tends to rise and fall with asset levels.
How Virtus Investment Partners makes money
Like other asset managers, Virtus earns fees mainly based on the value of client assets it manages in its funds and portfolios, so its revenue tends to rise and fall with asset levels.
What Virtus Investment Partners does
Virtus Investment Partners, Inc. is a publicly traded investment manager founded in 1995 and headquartered in Hartford, Connecticut. It serves individual and institutional clients with equity, fixed income and balanced mutual funds, separately managed portfolios and exchange-traded funds that invest in public stocks, bonds and real estate. The firm uses a multi-manager approach, so different investment teams run different products. Its investment process relies on in-house research and quantitative analysis, and it measures portfolio performance against benchmarks such as the S&P 500 Index.
Products & services
- Equity mutual funds
- Fixed income mutual funds
- Balanced mutual funds
- Separately managed equity and fixed income portfolios
- Exchange-traded funds (ETFs)
What is Virtus Investment Partners worth?
On an owner-earnings DCF, Virtus Investment Partners's most-likely value is about $438 versus a recent price near $131 (234% below fair value). But TacticScale only calls a stock undervalued when the price sits below its conservative no-growth floor (~$298) with a margin of safety — so the honest verdict here is “Deeply discounted.” Fair value earns its keep only at the extremes, not in the wide middle.
On the financials alone, $131 is below even the no-growth floor ($298); the market's discount — expectations and sentiment beyond the numbers — is pricing in ≈ -11.4%/yr. A bargain only if that pessimism is overdone.
Analysis, not advice. Fair value is a margin-of-safety estimate from a deterministic owner-earnings DCF, not a price target or recommendation. See the full breakdown →
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