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Victory THB US Small Opportunities Fund
  • The fund seeks capital appreciation by utilizing a bottom-up approach.
  • The team focuses primarily on companies within the Russell Microcap Index that they believe are trading below their instrinsic value and have solid operating metrics.
  • The team's investment philosophy fully integrates environmental, social, and governance ("ESG") factors into its established quality assessment framework.
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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

Investment Approach:

 

The Fund seeks long term capital appreciation by using a disciplined, risk averse, time-tested investment philosophy. We seek to identify and invest Fund assets in equity securities of smaller U.S. companies that, in our opinion, are undervalued in the market.

 

Philosophy & Process:

 

Our bottom up investment approach is “core” in nature and focuses on constructing a portfolio of companies that we feel meet our definition of higher quality, lower risk, and can self-finance their own growth through internally generated cash flow without expensing (i.e. diluting via share issuances or increased debt levels) us as equity owners. These companies typically have strong management teams, trade below their intrinsic value, and possess the ability to potentially generate superior operating metrics.

Management Team

Chris Cuesta
Christopher Cuesta, CFA

Chief Investment Officer

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