Hartford Business Journal

October 9, 2017

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www.HartfordBusiness.com • October 9, 2017 • Hartford Business Journal 17 Corporate Profile Virtus Investment Partners Inc. 100 Pearl St., 9th Floor, Hartford www.virtus.com Virtus Investment Partners Inc. is a publicly owned in- vestment manager. The firm primarily provides its ser- vices to individual and institutional clients. 2014 2015 2016 $0 $100 $200 $300 $400 $500 In millions of dollars Profits Revenues $96.6M $30.7M $48.8M $450.6M $381.9M $322.6M Factoids ■ ■ In June, Virtus completed its $513 million acquisition of Georgia-based RidgeWorth Investments, a multi-boutique asset management firm. ■ ■ Also in June, the Hartford Business Journal named Michael Angerthal, Virtus' executive vice president and CFO, its CFO of the Year in the public companies category. ■ ■ Earlier this year, Virtus CEO George R. Aylward was inducted into the University of Connecticut School of Business Hall of Fame. ■ ■ Since 2014, Virtus has experienced a steady decline in revenues. It recorded $322.6 million in revenues in 2016, down 28 percent from $450.6 million in 2014. Corporate suite Stock Non-equity Executive/Title Salary Bonus Awards Incentive Total George R. Aylward President/CEO $550,000 $0 $2,250,000 $3,400,000 $6,210,992 Michael A. Angerthal EVP/CFO $350,000 $0 $400,000 $1,700,000 $2,460,600 Barry M. Mandinach EVP/Head of Distribution $400,000 $0 $400,000 $1,350,000 $2,185,600 Francis G. Waltman EVP, Product Management $325,000 $0 $400,000 $1,050,000 $1,786,579 Mark S. Flynn EVP, General Counsel $300,000 $0 $175,000 $405,000 $890,683 Profits and Revenues George R. Aylward Jr., President & CEO Fact box Industry: Asset management 2Q 2017 Revenue: $94.1M 2Q 2017 Net Income: $28,000 2Q 2016 Net Income: $8.7M Quarterly Profit Change: ($8.6M) Cash: $179M Employees: 406 Competitors: Hartford Financial Services Group Affiliated Managers Group Fidelity Investments Stock watch Ticker Symbol VRTS 52 Week Range Price $92.80-$128.10 Market Cap $807.6M Outstanding Shares 7.22M Top institutional investors Holder Shares % Stake Blackrock Inc. 825,955 11.44 Vulcan Value Partners LLC 747,117 10.35 Vanguard Group Inc. 703,488 9.75

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