Recent News

• 11.04.2026 - Energy in Transition: What Fundamentals Are Telling Investors
• 11.04.2026 - The Myth of Consistency
• 11.03.2026 - When Strong Businesses Get Stronger: KAR SMID-Cap Core 3Q26 Update
• 11.03.2026 - What Higher Rates Mean for Mid-Cap Businesses: KAR Mid-Cap Core 3Q26 Update
• 11.03.2026 - An Introduction to Merger Arbitrage
• 10.30.2026 - Virtus Viewpoints: Monthly Economic Outlook
• 10.30.2026 - An Introduction to Managed Futures
• 10.27.2026 - KAR Small-Mid Cap Core: Strategy Headwinds and Positioning - 3Q26 Review
• 10.27.2026 - Investing Through Disruption
• 10.19.2026 - Bank Loans - One of the Most Misunderstood Asset Classes

Recent Filings

• 10.08.2026 - N-CSRS Certified Shareholder Report, Semi-Annual
• 09.29.2026 - NPORT-P Monthly Portfolio Investments Report on Form N-PORT (Public)
• 09.18.2026 - 40-17G Fidelity Bond [Rule 17G-1(g)]
• 08.27.2026 - N-PX Annual Report of proxy voting record of management investment companies
• 08.26.2026 - 4/A Statement of changes in beneficial ownership of securities
• 08.20.2026 - 4 Statement of changes in beneficial ownership of securities
• 08.18.2026 - 4 Statement of changes in beneficial ownership of securities
• 08.11.2026 - APP WDG APP WDG
• 06.29.2026 - NPORT-P Monthly Portfolio Investments Report on Form N-PORT (Public)
• 05.13.2026 - 40-APP/A Application for exemption and other relief filed under the Investment Company Act of 1940