Virtus Global Multi-Sector Income Fund (VGI) Research

The Virtus Global Multi-Sector Income Fund (VGI) is a closed-end mutual fund that specializes in fixed-income investments. Established by Virtus Investment Partners, Inc., the fund is jointly overseen by Virtus Investment Advisers, Inc. and Newfleet Asset Management, LLC. Its investment strategy involves allocating capital across a broad spectrum of global fixed-income markets. The fund targets both investment-grade and high-yield debt instruments, including those issued by governments and corporations, bank loans, mortgage-backed securities (MBS), asset-backed securities (ABS), and both taxable and tax-exempt municipal bonds. VGI actively manages its portfolio's average duration, aiming to maintain it within a three-year range (plus or minus) relative to the Barclays Global Aggregate Bond Index's duration. To construct its portfolio, the fund employs a comprehensive investment methodology that combines top-down macroeconomic analysis with bottom-up security selection. This process involves evaluating various factors such as yield and spread differentials, market supply and demand dynamics, the overall investment climate, sector-specific fundamentals, credit risk assessments, the quality of company management, bond issuance structures, prevailing technical market conditions, and valuation metrics. The fund's performance is benchmarked against the Barclays Global Aggregate Bond Index. Initially known as the Virtus-Newfleet Global Multi-Sector Income Fund, VGI commenced operations on February 23, 2012, and is headquartered in the United States.

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