Virtus Vontobel Global Opportunities Fund
NWWOX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 101 Munson Steet Greenfield MA United States of America 1301
- IPO Date
- Jan 2, 1980
- CIK
- 0001005020
- Similar Companies
- Business
- Virtus Vontobel Global Opportunities Fund (NWWOX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in a diversified portfolio of global equities, with a focus on small- and mid-cap companies exhibiting strong growth potential across various sectors including technology, healthcare, consumer discretionary, and industrials. The fund offers investors exposure to high-conviction opportunities worldwide through active management, utilizing fundamental research to identify undervalued stocks with sustainable competitive advantages; it employs a bottom-up stock selection process complemented by top-down macroeconomic analysis. Managed by Virtus Investment Partners, Inc., in partnership with Vontobel Asset Management, the fund targets institutional and retail investors seeking global growth equity strategies and operates across major markets in North America, Europe, Asia-Pacific, and emerging regions. Established through the strategic alliance between Virtus Investment Partners and Vontobel Asset Management in 2021, the fund is headquartered in Hartford, Connecticut, with key advisory operations in New York and Zurich, Switzerland. Core offerings include Class A, C, I, and R6 share classes, providing varying fee structures and minimum investment thresholds to accommodate different investor profiles; the fund maintains a portfolio turnover rate typically below 50% to optimize tax efficiency. It benchmarks performance against the MSCI ACWI Small Cap Index, emphasizing companies with market capitalizations generally between $200 million and $10 billion. In the past 1-2 years, the fund has undergone portfolio repositioning amid heightened market volatility, including increased allocations to AI-driven technology firms and resilient healthcare innovators in response to global economic shifts; it benefited from Virtus Investment Partners' acquisition of multiple boutique asset managers in 2024, enhancing its research capabilities and distribution network. Recent strategic enhancements include the launch of ESG-integrated screening processes in early 2025 to align with investor demand for sustainable global opportunities, alongside a key sub-advisory extension with Vontobel through 2028. No major name changes or reorganizations have occurred, but the fund expanded its emerging markets exposure by 15% in late 2024 following improved geopolitical stability in select regions.