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Don Wordell

Don Wordell, CFA

Managing Director
Senior Portfolio Manager - Mid-Cap Value Equity and Small Cap Value Equity Strategies

"Stock selection hinges on dividends, valuation, and fundamentals coming together — all three are required for a stock to be considered for purchase, and if any one of those changes, the stock is sold."

Don Wordell is a managing director and senior portfolio manager with Ceredex Value Advisors, an affiliate of Virtus Investment Partners. His primary responsibilities are managing the Ceredex Mid-Cap Value Equity, Concentrated SMID Cap Value Equity, and Ceredex Small Cap Value Equity strategies.

Mr. Wordell has been with the firm since 1996, starting with Ceredex’s predecessor firm as a research analyst covering value equity strategies. He became portfolio manager of the Mid-Cap Value Equity strategy in 2001 and portfolio manager of the Small Cap Value Equity strategy in 2023.

Mr. Wordell earned a B.S. in finance and an M.B.A from the University of Central Florida. He is a Chartered Financial Analyst (CFA®) charterholder since 2004. He began working in investment management in 1996.