Profile
Philip R.
McLoughlin currently works at Virtus Variable Insurance Trust, as Chairman-Trustees Board from 2013, Virtus Total Return Fund, Inc., as Chairman from 2016, Virtus Alternative Solutions Trust, as Chairman-Trustees Board from 2013, and various other companies.
Dr. McLoughlin also formerly worked at Phoenix Investment Partners Ltd., as Chairman & Chief Executive Officer, Virtus Total Return Fund, Inc., as Chairman from 2016 to 2019, Lazard World Trust Fund SICAF, as Chairman from 2010 to 2019, and various other companies.
Dr. McLoughlin received his undergraduate degree in 1968 from Middlebury College and doctorate degree in 1971 from The University of Chicago Law School.
Philip McLoughlin active positions
| Companies | Position | Start |
|---|---|---|
| DNP SELECT INCOME FUND INC. | Director/Board Member | 11/05/2009 |
| DTF TAX-FREE INCOME 2028 TERM FUND INC. | Director/Board Member | 01/07/1996 |
| VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | Chairman | 23/08/2011 |
| VIRTUS GLOBAL DIVIDEND & INCOME FUND INC. | Chairman | 02/08/2016 |
| VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND | Chairman | 01/01/2022 |
| VIRTUS STONE HARBOR EMERGING MARKETS TOTAL INCOME FUND | Director/Board Member | 08/04/2022 |
| VIRTUS EQUITY & CONVERTIBLE INCOME FUND | Director/Board Member | 01/02/2021 |
| VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | Chairman | 08/04/2023 |
| VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND | Chairman | - |
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Former positions of Philip McLoughlin
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Training of Philip McLoughlin
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 45 |
|---|---|
Virtus Variable Insurance Trust
Virtus Variable Insurance Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
RidgeWorth Funds
RidgeWorth Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Total Return Fund, Inc. /Old/
Virtus Total Return Fund, Inc. /Old/ Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Phoenix Investment Partners Ltd.
Phoenix Investment Partners Ltd. Investment ManagersFinance Provides investment management services | Finance |
PXRE Group Ltd.
PXRE Group Ltd. Property/Casualty InsuranceFinance Provides property reinsurance services | Finance |
The Nassau Cos. of New York, Inc.
The Nassau Cos. of New York, Inc. Multi-Line InsuranceFinance Operates as a holding company with interest in providing annuities, life and health insurance services | Finance |
Virtus Strategy Trust
Virtus Strategy Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Event Opportunities Trust
Virtus Event Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Operates as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Alternative Solutions Trust
Virtus Alternative Solutions Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Merger Fund (The)
Merger Fund (The) Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Virtus Total Return Fund Inc.
Virtus Total Return Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
DNP Select Income Fund
DNP Select Income Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Merger Fund VL (The)
Merger Fund VL (The) Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Lazard World Trust Fund
Lazard World Trust Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
Virtus AllianzGI Dividend Interest & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Duff & Phelps Utility and Infrastructure Fund Inc.
Duff & Phelps Utility and Infrastructure Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Global Multi Sector Income Fund
Virtus Global Multi Sector Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Income Fund
Virtus Stone Harbor Emerging Markets Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Stone Harbor Emerging Markets Total Income Fund
Virtus Stone Harbor Emerging Markets Total Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
DTF Tax-Free Income 2028 Term Fund Inc.
DTF Tax-Free Income 2028 Term Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Duff & Phelps Utility & Corporate Bond Trust Inc.
Duff & Phelps Utility & Corporate Bond Trust Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Duff & Phelps Select MLP & Midstream Energy Fund Inc.
Duff & Phelps Select MLP & Midstream Energy Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Diversified Income & Convertible Fund
Virtus Diversified Income & Convertible Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income 2024 Target Term Fund
Virtus Convertible & Income 2024 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus AllianzGI Artificial Intelligence & Technology Opps
Virtus AllianzGI Artificial Intelligence & Technology Opps Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
SeaCap Investment Advisors
SeaCap Investment Advisors Investment ManagersFinance SeaCap Investment Advisors specializes in managing taxable and tax-exempt fixed-income portfolios that are customized to meet each client's unique needs. The firm invests across the fixed-income market, including strategies that range from lower risk, enhanced cash, short maturity portfolios to core bond portfolios that offer a greater range of allowed security sections and longer average portfolio maturity. SeaCap manages fixed-income portfolios across all maturity ranges. SeaCap's taxable bond approach focuses on adding value to a portfolio by stressing factors that are both important and predictable in creating competitive fixed-income returns and controlling the risk of factors that are important but unpredictable. The firm's investment process is based on a 3-part strategy: yield plus, sector selection and maturity adjustment. Their strategy allows them to achieve clients' objectives with appropriate levels of risk. SeaCap seeks to add incremental yield to a portfolio, on a credit-adjusted basis, as a way to achieve higher returns. They create a core portfolio of undervalued securities that provides higher yield commensurate with the client's quality requirements. SeaCap believes that sector selection is a relatively predictable way to add value. The firm seeks to identify the best investment value among the four major bond sectors and to overweight the sectors that offer the potential for relative price gains. They analyze the value of sectors based on five criteria: (1) fundamental analysis of the economy and the outlook of the sector (2) the fundamental outlook of the sector (3) the optionality of the sector (4) supply and demand relationships of the sector and (5) current versus historical spreads. SeaCap limits changes in the duration of portfolios relative to the target index. They achieve lower volatility by managing interest rate risk through systematic maturity adjustments. The firm limits the magnitude of maturity decisions to within +/- 20% of the target index for their intermediate and core portfolios. SeaCap also analyzes the relative value of fixed-income securities versus alternative investments as a way to make decisions regarding duration rather than relying on interest forecasts. Duration is different from the target index only when bonds appear to be significantly misvalued. The firm's municipal bond investment approach seeks add incremental yield to a portfolio, on a credit-adjusted basis, as the means to achieving higher returns. SeaCap seeks to purchase bonds at yields better than the yields that are generally available in the retail bond market. They can do by purchasing bonds at institutional yields through what is essentially a quantity discount. SeaCap buys larger institutional size blocks of bonds and allocates them among accounts so that clients receive an institutional yield instead of a retail yield. The firm also continually bids on bonds that have been put out for bid by brokers. Bonds can often be purchased this way at yields better than those generally available in the market. SeaCap avoids investments in municipal bond sectors that have had default problems in the past including non-rated bonds, healthcare-related bonds and single purpose bonds. The firm seeks to maintain a portfolio's average maturity at about 5 years, although the average maturity will shorten over time. If it has shortened, the firm will take advantage of times when tax-exempt bond yields appear to be high to lengthen the portfolio's average maturity to somewhat longer than five years. SeaCap does this by selling a portfolio holding with 1 to 3 years left to maturity and reinvesting in a 9 to 11-year maturity bond. | Finance |
Nassau Life Insurance Co.
Nassau Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
Middlebury College
Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cape Cod Healthcare, Inc.
Cape Cod Healthcare, Inc. Hospital/Nursing ManagementHealth Services Provides home healthcare services | Health Services |
Virtus Investment Trust
Virtus Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Argo Group International Holdings, Inc.
Argo Group International Holdings, Inc. Insurance Brokers/ServicesFinance Provides insurance brokerage and agency services | Finance |
The Phoenix Funds | |
PXRE Delaware, Inc. | |
Cross Pond Partners LLC | |
Virtus Investment Partners, Inc.
Virtus Investment Partners, Inc. Investment ManagersFinance Provides investment management services | Finance |
DCA Total Return Fund
DCA Total Return Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income Fund
Virtus Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income Fund II
Virtus Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Equity & Convertible Income Fund
Virtus Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PXRE Corp.
PXRE Corp. Specialty InsuranceFinance Provides treaty and facultative reinsurance services | Finance |
Blue Owl GPSC Advisors LLC (Private Equity)
Blue Owl GPSC Advisors LLC (Private Equity) Investment ManagersFinance Blue Owl GPSC Advisors invests in companies located in the United States. The firm focuses on a broad range of sectors. It participates in buyout transactions. The firm acquires minority interest. | Finance |
Virtus Total Return Fund /Old/
Virtus Total Return Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
The University of Chicago Law School
The University of Chicago Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nassau Life Insurance Co. (Investment Portfolio)
Nassau Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Profile Unavailable. | Finance |
Seacap Partners, LLC |
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