FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • April 30th, 2013 • Virtus Variable Insurance Trust
THIS AMENDMENT effective as of the 30th day of September, 2011 amends that certain Subadvisory Agreement effective November 5, 2010 (the “Agreement”) among Virtus Variable Insurance Trust (formerly The Phoenix Edge Series Fund) (the “Fund”), an open-end investment company of the series type registered under the Investment Company Act of 1940 (the “Act”) on behalf of its series Virtus Small-Cap Growth Series and Virtus Small-Cap Value Series. (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Kayne Anderson Rudnick Investment Management, LLC a California limited liability company (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • April 28th, 2010 • Virtus Institutional Trust • New York
THIS AMENDMENT effective as of the 1st day of January, 2009 and dated July 15, 2009 amends that certain Subadvisory Agreement effective April 1, 2007 (the “Agreement”), among Virtus Institutional Trust (f/k/a Phoenix Institutional Mutual Funds) (the “Fund”), a Delaware statutory trust on behalf of its series (the “Series”), Virtus Investment Advisers, Inc. (f/k/a Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Goodwin Capital Advisers, Inc., a New York corporation (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 27th, 2011 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective January 10, 2008, (the “Agreement”), among Virtus Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Market Neutral Fund (formerly known as Phoenix Market Neutral Fund) (the “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and The Boston Company Asset Management, LLC, a Massachusetts limited liability company (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • April 29th, 2013 • Virtus Insight Trust
THIS AMENDMENT effective as of the 15th day of June, 2012 amends that certain Subadvisory Agreement effective May 18, 2012, (the “Agreement”) among Virtus Insight Trust (the “Trust”), a Massachusetts business trust on behalf of its series Virtus Tax-Exempt Bond Fund (the “Fund”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Newfleet Asset Management, LLC, a Delaware limited liability company (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 27th, 2011 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 30th day of June, 2010 amends that certain Subadvisory Agreement effective September 29, 2009 (the “Agreement”) among Virtus Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus AlphaSector Allocation Fund and Virtus AlphaSector Rotation Fund (each, a “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and F-Squared Investments, Inc., a Delaware corporation (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • July 26th, 2011 • Virtus Equity Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective March 10, 2008 (the “Agreement”) among Virtus Equity Trust (formerly known as Phoenix Equity Trust) (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Strategic Growth Fund (formerly known as Phoenix Strategic Growth Fund) (the “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and SCM Advisors, LLC, a California limited liability company (the “Subadviser”) as follows:
THIRD AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • October 1st, 2009 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 21st day of April, 2009 amends that certain Subadvisory Agreement effective September 24, 2007, as amended as of January 1, 2009 and as of January 28, 2009 (the “Agreement”) among Virtus Opportunities Trust (formerly known as Phoenix Opportunities Trust) (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Foreign Opportunities Fund and Virtus Global Opportunities Fund (the “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Vontobel Asset Management, Inc., a New York corporation (the “Subadviser”) as follows:
FOURTH AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 27th, 2011 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective September 24, 2007, as amended as of January 1, 2009, as of January 28, 2009 and as of April 21, 2009 (the “Agreement”) among Virtus Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Foreign Opportunities Fund, Virtus Global Opportunities Fund, Virtus Greater Asia ex Japan Opportunities Fund and Virtus Greater European Opportunities Fund (each, a “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Vontobel Asset Management, Inc., a New York corporation (the “Subadviser”) as follows:
SIXTH AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 27th, 2012 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 2nd day of June, 2011 amends that certain Subadvisory Agreement effective July 1, 1998, as amended as of July 1, 1998, as of November 20, 2002, as of September 1, 2006, as of June 27, 2007 and as of January 1, 2010 (the “Agreement”) among Virtus Opportunities Trust (formerly known as Phoenix Opportunities Trust) (the “Trust”), a Delaware statutory trust on behalf of its series Virtus Bond Fund (formerly known as Phoenix Bond Fund) and Virtus High Yield Fund (formerly known as Phoenix High Yield Fund) (the “Fund”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Newfleet Asset Management, LLC (formerly known as SCM Advisors, LLC), a California limited liability company (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • March 25th, 2010 • Virtus Equity Trust • Delaware
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective June 8, 2009 (the “Agreement”) among Virtus Equity Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Balanced Fund and Virtus Tactical Allocation Fund (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and SCM Advisors, LLC a California limited liability company (the “Subadviser”) as follows:
SECOND AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 28th, 2008 • Phoenix Opportunities Trust
THIS AMENDMENT effective as of the 31st day of January, 2008 amends that certain Subadvisory Agreement effective June 27, 2007 as amended on September 24, 2007 (the “Agreement”) among Phoenix Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of its series Phoenix CA Tax-Exempt Bond Fund, Phoenix Core Bond Fund, Phoenix Diversifier PHOLIO, Phoenix Money Market Fund, Phoenix Multi-Sector Fixed Income Fund, Phoenix Multi-Sector Short Term Bond Fund, Phoenix Wealth Accumulator, Phoenix Wealth Builder PHOLIO and Phoenix Wealth Guardian PHOLIO (each a “Series”), Phoenix Investment Counsel, Inc., a Massachusetts corporation (the “Adviser”) and Goodwin Capital Advisers, Inc., a New York corporation (the “Subadviser”) as follows:
FIFTH AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 27th, 2011 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective July 1, 1998, as amended as of July 1, 1998, as of November 20, 2002, as of September 1, 2006 and as of June 27, 2007 (the “Agreement”) among Virtus Opportunities Trust (formerly known as Phoenix Opportunities Trust) (the “Trust”), a Delaware statutory trust on behalf of its series Virtus Bond Fund (formerly known as Phoenix Bond Fund) and Virtus High Yield Fund (formerly known as Phoenix High Yield Fund) (the “Fund”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and SCM Advisors, LLC, a California limited liability company (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • November 14th, 2007 • Phoenix Opportunities Trust
THIS AMENDMENT effective as of the 24th day of September, 2007 amends that certain Subadvisory Agreement effective June 27, 2007 (the “Agreement”) among Phoenix Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of its series Phoenix CA Tax-Exempt Bond Fund, Phoenix Core Bond Fund, Phoenix Money Market Fund, Phoenix Multi-Sector Fixed Income Fund and Phoenix Multi-Sector Short Term Bond Fund (each a “Series”), Phoenix Investment Counsel, Inc., a Massachusetts corporation (the “Adviser”) and Goodwin Capital Advisers, Inc., a New York corporation (the “Subadviser”) as follows:
FOURTH AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • July 27th, 2012 • Virtus Equity Trust
THIS AMENDMENT effective as of the 30th day of September, 2011 amends that certain Subadvisory Agreement effective March 10, 2008, as amended on June 22, 2009, as of September 1, 2009 and as of January 1, 2010 (the “Agreement”) among Virtus Equity Trust (the “Fund”), a Delaware statutory trust, on behalf of its series Virtus Mid-Cap Core Fund, Virtus Quality Small-Cap Fund, Virtus Small-Cap Core Fund, Virtus Small-Cap Sustainable Growth Fund and Virtus Quality Large Cap Value Fund (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Kayne Anderson Rudnick Investment Management, LLC a California limited liability company (the “Subadviser”) as follows:
SECOND AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 27th, 2012 • Virtus Opportunities Trust
THIS SECOND AMENDMENT, effective as of the 25th day of March, 2011, amends that certain Subadvisory Agreement effective September 29, 2009 and amended June 30, 2010 (the “Agreement”) among Virtus Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus AlphaSector Rotation Fund (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and F-Squared Investments, Inc., a Delaware corporation (the “Subadviser”).
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • March 25th, 2010 • Virtus Equity Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective March 10, 2008 (the “Agreement”) among Virtus Equity Trust (formerly known as Phoenix Equity Trust) (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Small-Cap Growth Fund (formerly known as Phoenix Small-Cap Growth Fund) (the “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Engemann Asset Management, a California corporation (the “Subadviser”) as follows:
THIRD AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • March 2nd, 2009 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 19th day of December, 2008 amends that certain Subadvisory Agreement effective June 27, 2007 as amended on September 24, 2007 and as amended on January 31, 2008 (the “Agreement”) among Virtus Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of certain of its series (each a “Series”), Virtus Investment Advisers, Inc. (f/k/a Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Goodwin Capital Advisers, Inc., a New York corporation (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • October 27th, 2021 • Virtus Investment Trust • Delaware
THIS AMENDMENT effective as of the 26th day of February, 2021, amends that certain Subadvisory Agreement effective February 1, 2021, (the “Agreement”) among Virtus Investment Trust (the “Trust”), a Delaware statutory trust on behalf of its series Virtus NFJ International Value Fund (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and NFJ Investment Group, LLC, a Delaware limited liability company (the “Subadviser”) as follows:
SECOND AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • October 1st, 2009 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 2nd day of March, 2009 amends that certain Subadvisory Agreement effective June 27, 2007, as amended as of September 24, 2007 (the “Agreement”) among Virtus Opportunities Trust (formerly known as Phoenix Opportunities Trust) (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Global Infrastructure Fund (formerly known as Phoenix Global Utilities Fund), Virtus International Real Estate Securities Fund (formerly known as Phoenix International Real Estate Securities Fund) and Virtus Real Estate Securities Fund (formerly known as Phoenix Real Estate Securities Fund) (each a “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Duff & Phelps Investment Management Co., an Illinois corporation (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • February 25th, 2010 • Virtus Insight Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective May 18, 2006 (the “Agreement”) among Virtus Insight Trust (formerly known as Phoenix Insight Funds Trust) (the “Fund”), a Massachusetts business trust on behalf of its series Virtus Emerging Markets Opportunities Fund (formerly known as Phoenix Insight Emerging Markets Fund) (the “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Vontobel Asset Management, Inc., a New York corporation (the “Subadviser”) as follows:
SEVENTH AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 27th, 2012 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 30th day of September, 2011 amends that certain Subadvisory Agreement effective July 1, 1998, as amended as of July 1, 1998, as of November 20, 2002, as of September 1, 2006, as of June 27, 2007, as of January 1, 2010 and as of June 2, 2011 (the “Agreement”) among Virtus Opportunities Trust (formerly known as Phoenix Opportunities Trust) (the “Trust”), a Delaware statutory trust on behalf of its series Virtus Bond Fund (formerly known as Phoenix Bond Fund) and Virtus High Yield Fund (formerly known as Phoenix High Yield Fund) (the “Fund”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Newfleet Asset Management, LLC (formerly known as SCM Advisors, LLC), a California limited liability company (the “Subadviser”) as follows:
FOURTH AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • November 18th, 2009 • Virtus Opportunities Trust • New York
THIS AMENDMENT effective as of the 1st day of January, 2009 and dated July 15, 2009 amends that certain Subadvisory Agreement effective June 27, 2007, as amended on September 24, 2007, January 31, 2008 and December 19, 2008 (the “Agreement”), among Virtus Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of certain of its series (each a “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Goodwin Capital Advisers, Inc., a New York corporation (the “Subadviser”) as follows:
SECOND AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • December 22nd, 2009 • Virtus Equity Trust
THIS AMENDMENT effective as of the 1st day of September, 2009 amends that certain Subadvisory Agreement effective March 10, 2008, as amended on June 22, 2009 (the “Agreement”) among Virtus Equity Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Mid-Cap Core Fund, Virtus Quality Small-Cap Fund, Virtus Small-Cap Core Fund and Virtus Small-Cap Sustainable Growth Fund (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Kayne Anderson Rudnick Investment Management, LLC a California limited liability company (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • November 14th, 2007 • Phoenix Opportunities Trust
THIS AMENDMENT effective as of the 24th day of September, 2007 amends that certain Subadvisory Agreement effective June 27, 2007 (the “Agreement”) among Phoenix Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of its series Phoenix Global Utilities Fund and Phoenix Real Estate Securities Fund (each a “Series”), Phoenix Investment Counsel, Inc., a Massachusetts corporation (the “Adviser”) and Duff & Phelps Investment Management Co., an Illinois corporation (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • February 25th, 2010 • Virtus Insight Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective May 18, 2006 (the “Agreement”) among Virtus Insight Trust (formerly known as Phoenix Insight Funds Trust) (the “Fund”), a Massachusetts business trust on behalf of its series Virtus High Yield Income Fund (formerly known as Phoenix Insight High Yield Bond Fund) (the “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and SCM Advisors, LLC, a California limited liability company (the “Subadviser”) as follows:
THIRD AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • January 27th, 2011 • Virtus Opportunities Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective June 27, 2007, as amended as of September 24, 2007 and as of March 2, 2009 (the “Agreement”) among Virtus Opportunities Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Global Infrastructure Fund, Virtus Global Real Estate Securities Fund, Virtus International Real Estate Securities Fund and Virtus Real Estate Securities Fund (each a “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Duff & Phelps Investment Management Co., an Illinois corporation (the “Subadviser”) as follows:
THIRD AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • March 25th, 2010 • Virtus Equity Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective March 10, 2008, as amended as of June 22, 2009 and as of September 1, 2009 (the “Agreement”) among Virtus Equity Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Mid-Cap Core Fund, Virtus Quality Large Cap Value Fund (formerly known as Virtus Value Opportunities Fund), Virtus Quality Small-Cap Fund, Virtus Small-Cap Core Fund and Virtus Small-Cap Sustainable Growth Fund (the “Series”), Virtus Investment Advisers, Inc., a Massachusetts corporation (the “Adviser”) and Kayne Anderson Rudnick Investment Management, LLC a California limited liability company (the “Subadviser”) as follows:
FIRST AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • March 25th, 2010 • Virtus Equity Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective March 10, 2008 (the “Agreement”) among Virtus Equity Trust (formerly known as Phoenix Equity Trust) (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Strategic Growth Fund (formerly known as Phoenix Strategic Growth Fund) (the “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and SCM Advisors, LLC, a California limited liability company (the “Subadviser”) as follows:
SECOND AMENDMENT TO SUBADVISORY AGREEMENTTo Subadvisory Agreement • March 25th, 2010 • Virtus Equity Trust
THIS AMENDMENT effective as of the 1st day of January, 2010 amends that certain Subadvisory Agreement effective October 21, 2004, as amended as of September 1, 2006 (the “Agreement”), among Virtus Equity Trust (the “Fund”), a Delaware statutory trust on behalf of its series Virtus Mid-Cap Value Fund (formerly known as Phoenix Mid-Cap Value Fund) (the “Series”), Virtus Investment Advisers, Inc. (formerly known as Phoenix Investment Counsel, Inc.), a Massachusetts corporation (the “Adviser”) and Sasco Capital, Inc., a Connecticut corporation (the “Subadviser”) as follows:
