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Virtus Stone Harbor Emerging Markets Income Fund Announces Portfolio Manager Update

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Virtus Stone Harbor Emerging Markets Income Fund (NYSE: EDF) announced a portfolio management change. David A. Oliver, CFA, will step down as portfolio manager effective December 31, 2024. The fund will continue to be managed by the remaining portfolio managers: Jim Craige, CFA (co-chief investment officer and head of emerging markets), Darin Batchman, Richard Lange, and Stuart Sclater-Booth.

Virtus Stone Harbor Emerging Markets Income Fund (NYSE: EDF) ha annunciato un cambiamento nella gestione del portafoglio. David A. Oliver, CFA, si dimetter脿 da gestore del portafoglio a partire dal 31 dicembre 2024. Il fondo continuer脿 essere gestito dai restanti gestori del portafoglio: Jim Craige, CFA (co-chief investment officer e responsabile dei mercati emergenti), Darin Batchman, Richard Lange, e Stuart Sclater-Booth.

Virtus Stone Harbor Emerging Markets Income Fund (NYSE: EDF) anunci贸 un cambio en la gesti贸n de la cartera. David A. Oliver, CFA, dejar谩 su cargo como gestor de cartera a partir del 31 de diciembre de 2024. El fondo seguir谩 siendo administrado por los dem谩s gestores de cartera: Jim Craige, CFA (co-chief investment officer y jefe de mercados emergentes), Darin Batchman, Richard Lange y Stuart Sclater-Booth.

Virtus Stone Harbor Emerging Markets Income Fund (NYSE: EDF)臧 韽姼韽措Μ鞓 甏毽 氤瓴届潉 氚滍憸頄堨姷雼堧嫟. David A. Oliver, CFA臧 2024雲 12鞗 31鞚检瀽搿 韽姼韽措Μ鞓 毵る媹鞝歆侅棎靹 氍茧煬雮╇媹雼. 鞚 韼霌滊姅 雮橂ǜ歆 韽姼韽措Μ鞓 毵る媹鞝鞚 Jim Craige, CFA (瓿惦彊 斓滉碃 韴瀽 毂呾瀯鞛 氚 鞁犿潵 鞁滌灔 毂呾瀯鞛), Darin Batchman, Richard Lange, 攴鸽Μ瓿 Stuart Sclater-Booth鞐 鞚橅暣 瓿勳啀 甏毽悹 瓴冹瀰雼堧嫟.

Virtus Stone Harbor Emerging Markets Income Fund (NYSE: EDF) a annonc茅 un changement dans la gestion de portefeuille. David A. Oliver, CFA quittera son poste de gestionnaire de portefeuille 脿 compter du 31 d茅cembre 2024. Le fonds continuera d'锚tre g茅r茅 par les autres gestionnaires de portefeuille : Jim Craige, CFA (co-directeur des investissements et responsable des march茅s 茅mergents), Darin Batchman, Richard Lange et Stuart Sclater-Booth.

Virtus Stone Harbor Emerging Markets Income Fund (NYSE: EDF) hat eine 脛nderung in der Portfolioverwaltung bekannt gegeben. David A. Oliver, CFA wird zum 31. Dezember 2024 als Portfoliomanager zur眉cktreten. Der Fonds wird weiterhin von den verbleibenden Portfoliomanagern verwaltet: Jim Craige, CFA (Co-Chief Investment Officer und Leiter der Schwellenm盲rkte), Darin Batchman, Richard Lange und Stuart Sclater-Booth.

Positive
  • Continuity of management with four experienced portfolio managers remaining
Negative
  • Loss of key portfolio manager David A. Oliver

HARTFORD, Conn.--(BUSINESS WIRE)-- (NYSE: EDF), managed by Stone Harbor Investment Partners, today announced that David A. Oliver, CFA, will step down as a portfolio manager of the Fund effective December 31, 2024.

Jim Craige, CFA, co-chief investment officer and head of emerging markets, Darin Batchman, Richard Lange, and Stuart Sclater-Booth remain as portfolio managers of the Fund.

About the Fund

is a non-diversified, closed-end management investment company that is managed by . The Fund's primary investment objective is to maximize total return, which consists of income and capital appreciation on its investments in emerging markets securities. There is no assurance that the Fund will achieve its investment objective.

For more information on the Fund, contact shareholder services at (866) 270-7788, by email at closedendfunds@virtus.com, or through the section of .

About Stone Harbor

, a division of Virtus Fixed Income Advisers, LLC, is a global institutional fixed-income investment manager specializing in credit and asset allocation strategies. The firm manages institutional clients鈥 assets in a range of investment strategies including emerging markets debt, global high yield, bank loans, as well as multi-sector credit products including unconstrained and total return approaches. The firm鈥檚 investment strategies are based on fundamental insights, derived from a combination of proprietary research and the in-depth knowledge and specialized experience of the firm鈥檚 team. Founded in 2006, it is based in New York City with additional offices in London and Singapore. Virtus Fixed Income Advisers, LLC is a registered investment adviser affiliated with Virtus Investment Partners. For more information, visit .

About Virtus Investment Partners, Inc.

(NYSE: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. We provide investment management products and services from our , each with a distinct investment style and autonomous investment process, as well as select subadvisers. Investment solutions are available across multiple disciplines and product types to meet a wide array of investor needs. Additional information about our firm, investment partners, and strategies is available at .

For Further Information:

Shareholder Services

(866) 270-7788

closedendfunds@virtus.com

Source: Virtus Stone Harbor Emerging Markets Income Fund

FAQ

When will David Oliver step down as portfolio manager of Virtus Stone Harbor Fund (EDF)?

David A. Oliver, CFA, will step down as portfolio manager of the Virtus Stone Harbor Emerging Markets Income Fund (EDF) effective December 31, 2024.

Who will manage EDF fund after David Oliver's departure?

The fund will continue to be managed by Jim Craige (co-chief investment officer and head of emerging markets), Darin Batchman, Richard Lange, and Stuart Sclater-Booth.

How many portfolio managers will remain at EDF after Oliver's departure?

Four portfolio managers will remain: Jim Craige, Darin Batchman, Richard Lange, and Stuart Sclater-Booth.

What is Jim Craige's role in managing the EDF fund?

Jim Craige serves as co-chief investment officer and head of emerging markets for the Virtus Stone Harbor Emerging Markets Income Fund.

Virtus Stone Harbor Emerging Markets Income Fund

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