Press Release

Virtus KAR Global Small-Cap Fund awarded 2024 LSEG Lipper Fund Award

March 18, 2024

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:



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 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.




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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
Past performance is no guarantee of future results.