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Victory Sycamore Small Company Opportunity Fund
  • The Victory Sycamore Small Company Opportunity Fund seeks to optimize clients’ returns, with the goal of minimizing the risk of permanent capital loss.
  • The investment team employs a bottom-up, fundamental value investment process to build a diversified portfolio of small-cap companies that they believe to be undervalued and offer above-average total return potential.
  • In building portfolios, Sycamore Capital’s investment team identifies companies that they believe possess each of the following attributes – a better business with above-average financial strength, an exploitable valuation disparity between the current market value for the shares versus their estimation of fair value and the prospect for improving fundamentals. The team believes that companies that exhibit all three of these attributes generally possess the most compelling risk/reward profile.
  • The Fund is managed by a seasoned and experienced investment team with a long history of mid-cap value investing.
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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

Please note: Effective April 30, 2016, the Victory Sycamore Small Company Opportunity Fund is generally closed to new investors. For more information, please see the prospectus
 
Investment Approach 

 

The Victory Sycamore Small Company Opportunity Fund seeks to provide capital appreciation by investing primarily in common stock. The investment team employs a bottom-up, fundamental value approach to build a diversified portfolio of small-cap companies that the team believes to be undervalued and offer above-average total return potential. The team utilizes elements of both deep and relative value to exploit the inefficiencies inherent in the small-cap asset class, as well as the short-term nature of many market participants. 

 

Philosophy & Process 

 

The investment team, led by Chief Investment Officer, Gary Miller, believes that long-term investment success begins with trying to limit the permanent loss of capital. The team identifies companies that they believe possess the following attributes – a better business with above-average financial strength, an exploitable valuation disparity between the current market value for the shares versus their estimation of fair value, and the prospect for improving fundamentals. The team believes that companies that exhibit all three of these attributes generally possess the most compelling risk/reward profile.

Management Team

Gary Miller
Gary H. Miller

Chief Investment Officer – Sycamore Capital

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