We’re honored to announce that the Virtus KAR Global Small-Cap Fund has been recognized as a recipient of the 2024 LSEG Lipper Fund Award. Congratulations to our portfolio managers, Todd Beiley and Craig Thrasher, who began managing this fund in July 2022 and whose expertise played a key role in achieving this recognition. The fund’s performance through November 30, 2023, over a five-year period, has been acknowledged in the Global Small/Mid-Cap Funds category.
For more details, read the full press release here: https://bit.ly/3ILYRIm
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk- adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.