The Victory RS Global Fund seeks long-term capital appreciation by investing in companies up and down the market cap spectrum which are anticipated to sustain long term growth. The Fund will normally invest 40% or more of its total assets in securities of non-U.S. companies. Using data-driven discipline in conjunction with a fundamental bottom-up approach, the investment team seeks to capture information inefficiencies in the global equity markets in order to provide a consistent, diversified return stream over market cycles while managing portfolio volatility.
Philosophy & Process
The team looks to exploit global market inefficiencies by combining the best traits of quantitative and fundamental investing. Ideas are generated from companies that it believes possess strong earnings quality, operational efficiency, sound management, favorable growth characteristics, attractive valuations, and favorable market sentiment. The team also applies two layers of robust risk management – at the portfolio and market level - to highlight broad risk exposures, while a strict sell discipline helps ensure prompt response to valuation changes, rank deterioration, and other red flags.