Professional
Added to YB: 2025-05-15
Pitch date: 2025-05-05
VRTS [bullish]
Virtus Investment Partners, Inc.
+11.56%
current return
Author Info
Gator Capital Management manages financials sector long/short portfolios for private partnerships and mutual funds. Follow on Twitter/X.
Company Info
Virtus Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to individual and institutional clients.
Market Cap
$1.2B
Pitch Price
$157.97
Price Target
N/A
Dividend
5.22%
Sector
Capital Markets
Category
value
Gator Capital Management Portfolio Holding: Zengame Technology Holding Limited
VRTS: Multi-boutique asset manager at 6.5x P/E, 3.0x EV/EBITDA (or 4.0x adjusting for seed/CLO investments), 0.3x net debt/EBITDA. 5.6% dividend yield + aggressive buybacks (2% in Q1). High FCF, 30% potential share reduction opportunity. Risks: active management outflows, uneven acquisition track record.
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