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Phoebe Sibilio

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Aug 3, 2024, 10:20:14 AM8/3/24

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Virtus Investment Partners is a premier provider of investment solutions to individuals, financial professionals, and institutions. We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes.

Virtus aims to drive better investor outcomes through distinguished investment strategies that strive to improve investor portfolios. Whether it is through risk-aware equity portfolios, flexible fixed income portfolios, or thoughtful non-traditional strategies, Virtus is proud to offer a select list of solutions.

The Fund strives to deliver exposure to U.S.-listed large-cap companies that combine strong quality fundamentals with positive momentum technical trends. The Fund seeks investment results that correspond, before fees and expenses, to the performance of the Terranova U.S. Quality Momentum Index.

Joe Terranova , Senior Managing Director and Chief Market Strategist for Virtus Investment Partners, created and developed the Terranova U.S. Quality Momentum Index, whose methodology reflects the investing principles he has utilized to assess markets throughout his 30+ year career on Wall Street. Indxx, LLC is the index provider and calculation agent. The portfolio managers are affiliated with Virtus ETF Advisers, LLC, the Fund's adviser.

Matthew Brown is executive managing director and chief operating officer at Virtus ETF Solutions, a Virtus affiliate since 2015, which operates a multi-manager ETF platform providing access to differentiated investment capabilities from select subadvisers. Mr. Brown is also a portfolio manager with Virtus ETF Advisers LLC.

Mr. Brown has been involved in the creation and administration of financial products over fifteen years. Prior to founding the predecessor firm to Virtus ETF Solutions in 2012, he served as director of operations for Factor Advisors. Previously, Mr. Brown co-founded ETP Resources, a consulting and data services business that continues to grow and serve the ETF industry. From 2008 to 2009, he headed U.S. operations and served as chief compliance officer for U.K.-based issuer SPA/London & Capital.

Earlier in his career, Mr. Brown was integral in the design, listing, and operational development of several innovative industry-first products. He also gained experience trading and making markets in ETFs in the United States and the U.K. while working for LaBranche Structured Products. Mr. Brown began his career at the American Stock Exchange where he was first exposed to ETFs.

Mr. Brown earned a B.A. in economics from Boston College. He has been working in the investment industry since 1999.

Equal stock weightings, at the time of quarterly Index rebalance, help ensure balance and diversification, while also attempting to reduce over-concentration, single event stock risk, and limitations relative to traditional cap-weighted strategies

Performance data quoted represents past results. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. Investment return and principal value will fluctuate, so your shares, when redeemed, may be worth more or less than their original cost.

Please consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. Contact us at 1-888-383-0553 or visit www.virtus.com for a copy of the Fund's prospectus. Read the prospectus carefully before you invest or send money.