watch
The Zweig Fund, Inc.

The Zweig Fund, Inc.

Sector: Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices Region: MA, United States


: | New York Stock Exchange: ZF


The fund employs a Growth at a Reasonable Price (GARP) approach, investing primarily in large capitalization companies, placing emphasis on the current income generated by the portfolio's equity securities. Security selection is driven by a top-down approach using econometric analysis of each sector, followed by a detailed review of securities at an industry group level. Fundamental analysis within industries is used to identify securities that the portfolio managers believe offer superior return opportunities. Cash allocations are made opportunistically, based on the asset allocation decisions of the portfolio managers.

Investor Calendar

Executives

Carlton B. Neel , Senior Managing Director and Portfolio Manager - Euclid Advisors LLC and Senior Vice President - Zweig Advisors LLC.
Carlton Neel is a senior managing director of Euclid Advisors LLC, an investment management affiliate of Virtus Investment Partners, and a senior vice president of Zweig Advisers LLC.

Since 2003, Mr. Neel has served as portfolio manager for several Virtus mutual funds and variable insurance trust series, as well as two Zweig closed end funds, The Zweig Fund, Inc. (NYSE: ZF) and The Zweig Total Return Fund, Inc. (NYSE: ZTR).

From 2002 until 2003, Mr. Neel was a managing director and principal of Shelter Rock Capital Partners, L.P., a market neutral hedge fund. From 1995 to 2002, he was a senior portfolio manager at Zweig Advisers for a number of the former Zweig mutual funds. Before joining Zweig, Mr. Neel was a vice president with J.P. Morgan & Company, Inc.

Mr. Neel received a dual B.A. in economics and political science from Brown University.
David Dickerson , Managing Director and Portfolio Manager - Euclid Advisors LLC and Senior Vice President - Zweig Advisors LLC.
David Dickerson is a managing director of Euclid Advisors LLC, an investment management affiliate of Virtus Investment Partners, and a senior vice president of Zweig Advisers LLC.

Since 2003, Mr. Dickerson has served as portfolio manager for several Virtus mutual funds and variable investment trust series, as well as two Zweig closed end funds, The Zweig Fund, Inc. (NYSE: ZF) and The Zweig Total Return Fund, Inc. (NYSE: ZTR).

From 2002 until 2003, Mr. Dickerson was a managing director and principal of Shelter Rock Capital Partners, L.P., a market neutral hedge fund. From 1995 to 2003, he was at Zweig Advisers as co-portfolio manager of several former Zweig mutual funds.

Mr. Dickerson received a B.A. in psychology from Harvard University and an M.B.A. in finance and economics from the Stern School of Business, New York University.

News & Analysis