Training Example: Virtus Investment Partners – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H1] Welcome to Virtus Investment Partners
Virtus Investment Partners (NYSE: VRTS) is a distinctive partnership of boutique investment managers, singularly committed to the long-term success of individual and institutional investors.
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Home / Investment Partners / AlphaSimplex
[H1] AlphaSimplex Group, LLC
AlphaSimplex is a systematic alternatives manager, founded in 1999, focused on delivering quantitative investment strategies that are attuned to changing market dynamics.
[H2] Adaptive strategies for evolving markets
AlphaSimplex strives to help investors meet their long-term goals in ever-evolving markets by analyzing market behavior and risk. Our investment philosophy is based on the Adaptive Markets Hypothesis, an innovative theory of market behavior.
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[H3] Mutual Funds

Virtus AlphaSimplex Global Alternatives Fund

Virtus AlphaSimplex Managed Futures Strategy Fund

[H3] Institutional Investments

AlphaSimplex Global Alternatives Strategy

AlphaSimplex Managed Futures Strategy

[H3] UCITS

Virtus GF AlphaSimplex Managed Futures Fund

[H3] Exchange-Traded Funds

Virtus AlphaSimplex Global Macro ETF

Virtus AlphaSimplex Managed Futures ETF

[H3] Investment Professionals

[H6] Alexander D. Healy, Ph.D.

Chief Investment Officer, Portfolio Manager
Industry Start Date: 2007

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Alexander Healy is the chief investment officer and a portfolio manager at AlphaSimplex, an affiliated manager of Virtus Investment Partners. Dr. Healy is responsible for the day-to-day supervision of the research team and the implementation of the firm’s investment strategies. He is the chair of the firm’s investment committee and a member of the operating and risk committees. Additionally, he serves as a co-portfolio manager of certain funds.
Dr. Healy joined AlphaSimplex in 2007 and held the roles of senior research scientist, director of strategic research, and deputy chief investment officer. He has developed various key elements of AlphaSimplex’s investment platform, including non-parametric investment models, volatility management overlays, and dynamic approaches to portfolio construction.
Dr. Healy earned an A.B. in mathematics and computer science from Harvard University, where he also received a Ph.D. in theoretical computer science. His doctoral research focused on the uses of randomness in algorithms and cryptography and introduced novel approaches to generating pseudo-random numbers together with new applications of these methods. Dr. Healy began his career in the investment industry in 2007.

[H6] Kathryn M. Kaminski, Ph.D., CAIA

Chief Research Strategist, Portfolio Manager
Industry Start Date: 2008

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Kathryn Kaminski is chief research strategist and a portfolio manager at AlphaSimplex, an affiliated manager of Virtus Investment Partners. Dr. Kaminski conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. Dr. Kaminski is a member of the investment committee. Additionally, she serves as a co-portfolio manager for the AlphaSimplex Managed Futures Strategy and AlphaSimplex Global Alternatives Strategy.
Prior to joining AlphaSimplex in 2018, Dr. Kaminski was a visiting scientist at the MIT Laboratory for Financial Engineering. Previously, she held portfolio management positions as a director, investment strategies at Campbell and Company and as a senior investment analyst at RPM, a CTA fund of funds.
Dr. Kaminski co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha (2014). Her research and industry commentary have been published in a wide range of industry publications as well as academic journals. She is a contributory author for both the CAIA® and CFA® reading materials. Dr. Kaminski is a Senior Lecturer at the MIT Sloan School of Management and has taught at the Stockholm School of Economics and the Swedish Royal Institute of Technology, KTH.
Dr. Kaminski earned an S.B. in electrical engineering and a Ph.D. in operations research from MIT where her doctoral research focused on stochastic processes, stopping rules, and investment heuristics. She is a Chartered Alternative Investment Analyst® (CAIA®) charterholder. Dr. Kaminski began her career in the investment industry in 2008.

[H6] Tansu Demirbilek

Senior Research Scientist, Senior Portfolio Manager
Industry Start Date: 2008

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Tansu Demirbilek is a senior research scientist and a senior portfolio manager at AlphaSimplex, an affiliated manager of Virtus Investment Partners. Mr. Demirbilek serves as a co-portfolio manager for the AlphaSimplex Global Macro Strategy. He is focused on portfolio management, conducts applied research, advises product development, and leads other key strategic initiatives focusing on research, portfolio construction, risk management, and trading.
Prior to joining AlphaSimplex in 2025, Mr. Demirbilek was a systematic portfolio manager at Brevan Howard, focusing on systematic global macro. He also served as managing director of research and head of systematic macro team at Campbell and Company, and as a managing director of research and modeling at Windhaven Investment Management. Mr. Demirbilek has also held research and analyst roles at Anderson Global Macro, AHL Man Investments, Soros Fund Management, and North Asset Management.
Mr. Demirbilek earned a B.Sc. in Electrical Engineering from Orta Doğu Teknik Üniversitesi (Middle East Technical University) and an M.Sc. in Electrical Engineering from The Ohio State University. He also earned an M.B.A. from Babson College and a Masters in Finance in Quantitative Finance from the London Business School. Mr. Demirbilek began his career in the investment industry in 2008.

[H6] Peter A. Lee, CFA

Senior Research Scientist, Portfolio Manager
Industry Start Date: 2007

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Peter Lee is a senior research scientist and a portfolio manager at AlphaSimplex, an affiliated manager of Virtus Investment Partners. As a co-portfolio manager for the AlphaSimplex Global Alternatives Strategy, he focuses on portfolio management, applied research in hedge fund related strategies, and overall capability development.
Mr. Lee joined AlphaSimplex in 2007. He specializes in systematic single-name equity trading strategies, hedge fund factor replication, and modeling probabilistic dynamic systems using perspectives from probability, information theory, economics, and engineering. Much of Mr. Lee’s recent work involves designing representations of latent information that drive trading decisions.
Mr. Lee earned an A.B. in applied mathematics (decision and control focus) with a minor in economics from Harvard University. He also earned an S.M. in operations research from MIT. His master’s thesis presented a novel technique for constructing sparse high-dimensional Gaussian models. He is a Chartered Financial Analyst® (CFA®) charterholder. Mr. Lee began his career in the investment industry in 2007.

[H6] Philippe P. Lüdi, Ph.D., CFA

Senior Research Scientist, Portfolio Manager
Industry Start Date: 2006

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Philippe Lüdi is a senior research scientist and a portfolio manager at AlphaSimplex, an affiliated manager of Virtus Investment Partners. As a co-portfolio manager for certain AlphaSimplex portfolios, he focuses on portfolio management, applied research, and overall capability development.
Dr. Lüdi joined AlphaSimplex in 2006. He has been involved in system engineering as well as global macro
strategies.
Dr. Lüdi earned the equivalent of an M.A. in molecular and computational biology from the University of Basel. He also received a M.Sc. in statistics and a Ph.D. in bioinformatics, both from Duke University. In his doctoral program, Dr. Lüdi applied a Monte Carlo approach to risk analysis and developed a machine-learning algorithm applied to medicine that was subsequently featured in The Wall Street Journal. He is a Chartered Financial Analyst® (CFA®) charterholder. Dr. Lüdi began his career in the investment industry in 2006.

Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial professional, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.

Home / Investment Partners / Ceredex Value Advisors LLC
[H1] Ceredex Value Advisors
Ceredex Value Advisors has managed money for institutions, endowments, foundations, and high-net-worth investors since 1995. The firm seeks dividend-paying companies that possess positive price appreciation catalysts at attractive valuations.
[H2] Fundamental value equity investing. Unique approach.
The firm strives to marry the art and science of investing to better serve clients with consistent financial results through a variety of market conditions. Portfolio managers and analysts collaborate to execute on bottom-up, company-by-company research, seeking to identify catalysts in undervalued, dividend-paying stocks when constructing value-oriented equity portfolios.
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[H3] Mutual Funds

Virtus Ceredex Large-Cap Value Equity Fund

Virtus Ceredex Mid-Cap Value Equity Fund

Virtus Ceredex Small-Cap Value Equity Fund

[H3] Institutional Investments

Ceredex Concentrated Large Cap Value Equity

Ceredex Large Cap Value Equity

Ceredex Mid-Cap Value Equity

Ceredex Small Cap Value Equity

[H3] Collective Investment Trusts

Ceredex Large Cap Value Equity CIT
Ceredex Mid-Cap Value Equity CIT
For information about CITs, please call Virtus Retirement Sales Support at 860-263-4956.

[H3] Investment Professionals

[H6] Mills Riddick, CFA

Chief Investment Officer, Executive Managing Director, Senior Portfolio Manager
Industry Start Date: 1982

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As Ceredex Value Advisors’ chief investment officer, Mills Riddick is responsible for the overall investment policy of the firm’s value equity portfolios.

Mr. Riddick joined Ceredex’s predecessor firm in 1989 as a lead client service role with portfolio management responsibilities. In 1995, he was named portfolio manager and head of the Value Equity Team. Mr. Riddick has been instrumental in crafting the firm’s investment philosophy, assembling the value equity investment team, and leading the transition to Ceredex becoming an independently managed firm in 2008.

Mr. Riddick began his financial career in 1980, joining Peat Marwick as a certified public accountant. He began his investment career as a financial consultant with Bache in 1982.

Mr. Riddick graduated cum laude from Florida State University with a B.S. in accounting, and achieved the Certified Public Accountant (CPA) designation in 1981. He is a Chartered Financial Analyst (CFA®) charterholder since 1992.

[H6] Don Wordell, CFA

Managing Director, Senior Portfolio Manager
Industry Start Date: 1996

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Don Wordell is a managing director and senior portfolio manager with Ceredex Value Advisors, an affiliate of Virtus Investment Partners.
Mr. Wordell has been with the firm since 1996, starting with Ceredex’s predecessor firm as a research analyst covering value equity strategies.
Mr. Wordell earned a B.S. in finance and an M.B.A from the University of Central Florida. He is a Chartered Financial Analyst (CFA®) charterholder since 2004. He began working in investment management in 1996.

[H6] Jennifer Graff, CFA

Managing Director, Senior Portfolio Manager
Industry Start Date: 2001

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Jennifer Graff, CFA, is a managing director and senior portfolio manager at Ceredex Value Advisors, an investment management affiliate of Virtus Investment Partners.
Ms. Graff joined Ceredex’s predecessor firm in 2001, transitioning to a research analyst in 2002, covering the industrial and materials sectors.
Ms. Graff earned a B.A. in psychology from the University of Central Florida. She has been a Chartered Financial Analyst (CFA®) charterholder since 2003.

[H6] Cody P. Smith, CFA

Managing Director, Portfolio Manager, Senior Research Analyst
Industry Start Date: 2004

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Cody Smith is a managing director, portfolio manager, and senior research analyst at Ceredex Value Advisors, an affiliate of Virtus Investment Partners.
Mr. Smith joined Ceredex’s predecessor firm in 2007. He began his investment career in 2004, working as a research analyst at Piper Jaffrey covering the medical device sector.
Mr. Smith is a graduate of Drake University with a B.S.B.A. in finance and a minor in mathematics. He is a Chartered Financial Analyst (CFA®) charterholder since 2009.

Each trust referenced is a trust for the collective investment of assets or participating tax qualified pension and profit sharing plans and related trusts and governmental plans, as more fully described in the respective Declaration of Trust. As bank collective trusts, these CITs are exempt from registration as investment companies. Each trust referenced is managed by SEI Trust Company, the trustee, based on the investment advice of Ceredex Value Advisors LLC, the investment adviser to the trusts.
Investing involves risk including loss of principal. There is no guarantee that the goals of a Collective Investment Trust will be met.
Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial professional, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.

Home / Investment Partners / Crescent Cove Advisors LP
[H1] Crescent Cove Advisors LP
Founded in 2016 and based in San Francisco, Crescent Cove Advisors, LP provides flexible private capital solutions to middle market, high-growth technology companies. The firm offers investment opportunities across credit and growth equity.
[H3] Investing in the Iconic Companies of Tomorrow
Crescent Cove Advisors partners with experienced management teams by providing tailored capital solutions to growth-stage businesses that can benefit from the firm’s guidance and deep tech-industry experience. Crescent Cove adheres to a disciplined investment philosophy focused on risk management, with the goal of delivering attractive risk-adjusted returns across market cycles.
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[H3] Investment Professionals

[H6] Jun Hong Heng

Founder, Chief Investment Officer, and Portfolio Manager
Industry Start Date: 2005

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Jun Hong Heng is the founder and chief investment officer of Crescent Cove Advisors LP. He established the firm in 2016 in San Francisco and oversees all aspects of the firm’s activities and operations.

Mr. Heng serves as board member and board observer of Crescent Cove portfolio companies including Forterra, Tekever and Lambda Labs. He also serves as board member of ECARX. Prior to founding Crescent Cove, Mr. Heng focused on direct lending, growth capital solutions, and multi strategy public market investing at Myriad Asset Management, Argyle Street Management, and Bear Stearns.

Mr. Heng earned a BA in business administration at the University of Michigan. He serves as a member of San Francisco Symphony’s Board of Governors and began working in the investment industry in 2005.