Virtus KAR Small-Cap Value Fund Q1 2026 Commentary
2026-05-05·via All Articles on Seeking Alpha
Summary
The Virtus KAR Small-Cap Value Fund returned 0.43% (Class I), underperforming the Russell 2000® Value Index's 4.96% return.
During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors.
During the quarter, we purchased Brady Corporation for the portfolio, and we sold Albany International.
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Market Summary
During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors. The Russell 2000® small-cap benchmark surpassed the broader market, as measured by