---
schema_version: "secwatch.filing_event.v1"
accession: "0000883237-22-000237"
form_type: "8-K"
ticker: "VRTS"
cik: "0000883237"
company_name: "VIRTUS INVESTMENT PARTNERS, INC."
filed_at: "2022-10-20T23:59:59+00:00"
generated_at: "2026-06-23T02:30:18.230600+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Virtus acquires AlphaSimplex Group, $10.9B alternative manager, from Natixis

## Summary
- AlphaSimplex has $10.9B AUM as of Sept 30, 2022; flagship ASFYX fund at $3.5B and 5-Star Morningstar rated.
- Transaction expected to close near end of Q1 2023, subject to regulatory approvals and mutual fund board/shareholder votes.
- AlphaSimplex to remain an autonomous Virtus affiliate; no changes to investment team, strategies, or culture.
- Virtus will fund with existing resources; purchase price not disclosed.
- Acquisition adds leading systematic alternative strategies to Virtus' multi-boutique platform.

## SEC filing metadata
- accession: 0000883237-22-000237
- form_type: 8-K
- ticker: VRTS
- cik: 0000883237
- company_name: VIRTUS INVESTMENT PARTNERS, INC.
- filed_at: 2022-10-20T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/883237/000088323722000237/0000883237-22-000237-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/883237/000088323722000237/vrts-20221019.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000883237-22-000237
- JSON: https://secwatch.observer/filing/0000883237-22-000237.json
- Plain text: https://secwatch.observer/filing/0000883237-22-000237.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
