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Michael A. Sansoterra, Sandeep Bhatia, Sowmdeb Sen — Institutional Investor Profile | Buyside Digest

Michael A. Sansoterra, Sandeep Bhatia, Sowmdeb Sen

Institutional Investor • Virtus Silvant Mid-Cap Growth Fund

Value

$3.0B

Stocks

39 Stocks

Turnover

0.0%

CIK

0001738728EDGAR ↗

Website ↗

Top Holdings

RCL(8.14%) V(7.49%) NVDA(7.03%) ARM(4.69%) TER(4.64%)

About Investor

The fund is managed by a three-person team led by Michael A. Sansoterra, who serves as Chief Investment Officer, Managing Director, and Senior Portfolio Manager with investment management experience since 1996. Sandeep Bhatia, Ph.D., CFA, serves as Managing Director and Senior Portfolio Manager with experience since 2000 and is a Chartered Financial Analyst charterholder. Sowmdeb Sen, Ph.D., serves as Managing Director. The team has worked together since 2007 and averages more than 20 years of industry experience. All members of the investment team are personally invested in the firm's strategies alongside their clients. The firm was established in 2008 as a subsidiary of Virtus Investment Partners.

Investor Philosophy

Investment philosophy details pending verification.

Michael A. Sansoterra, Sandeep Bhatia, Sowmdeb Sen Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
RCL	None	Royal Caribbean Group	Consumer Discretionary	$91.3M	8.1%	No Change
V	None	Visa Inc.	Financials	$83.9M	7.5%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$78.7M	7.0%	No Change
ARM	None	ARM Holdings PLC	Information Technology	$52.6M	4.7%	No Change
TER	None	Teradyne Inc.	Information Technology	$52.0M	4.6%	No Change
NFLX	None	Netflix, Inc.	Communication Services	$45.3M	4.0%	No Change
FICO	None	Fair Isaac Corporation	Information Technology	$43.2M	3.9%	No Change
ASML	None	ASML Holding N.V.	Information Technology	$42.7M	3.8%	No Change
CIEN	None	Ciena	Information Technology	$37.4M	3.3%	No Change
SNDK	None	Sandisk Corp	Information Technology	$36.8M	3.3%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
AXONAxon Enterprises	$12000.4M	-100.0%	0.0%	Sold Out
AAXNAxon Enterprise Inc	$12.0M	-99.9%	1.1%	Decreased

13F Sector Breakdown

Information Technology54.3%

Consumer Discretionary12.8%

Communication Services9.2%

Financials7.5%

Health Care6.0%

Sector	Stocks	Value	Exposure
Information Technology	19	$607.9M	54.3%
Consumer Discretionary	4	$143.4M	12.8%
Communication Services	4	$102.7M	9.2%
Financials	1	$83.9M	7.5%
Health Care	3	$67.7M	6.0%
Industrials	5	$58.5M	5.2%
Materials	1	$32.4M	2.9%
General	2	$23.8M	2.1%