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Victory RS Small Cap Equity Fund
  • Targeted towards investors looking for a best ideas portfolio of high-growth stocks in an inefficient segment of the U.S. equity markets managed by a team with proven capabilities in small growth dating back to 1987.
  • The Fund seeks long-term capital growth by investing in innovative small-cap companies that can take market share in their respective industries, allowing for higher and more sustainable earnings growth than the broader market.
  • The team invests at least 80% of the Fund’s assets in small U.S. companies with a market cap of less than $3 billion or 120% of the market cap of the largest company in the Russell 2000® Index utilizing a disciplined, research-intensive selection process

Risk Measures

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Top 10 Holdings

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Characteristics

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Sector Diversification

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Asset Allocation

Investment Approach

 

The RS Growth Team seeks to deliver long-term capital growth through a disciplined, research-intensive approach that discovers and invests in dynamic, small-cap companies exhibiting sustainable earnings growth potential that can grow to mid- and large-cap companies. 

 

Philosophy and Process

 

  • Emphasize innovation – Search for pioneering, disruptive businesses that we believe can change an industry to drive sustainable earnings growth over time. 
  • Focus on the long term– Highlight companies that are aligned with the team’s fundamental beliefs and that rank highly on key quantitative metrics. 
  • Manage risk– Seek an attractive risk/reward profile at the time of purchase and deploy a three-stage risk management screen on all holdings to help mitigate the negative impact of any single position. 

 

Management Team

Scott Tracy
Scott Tracy

Chief Investment Officer

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20240919-3872949