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Victory Trivalent International Fund - Core Equity
  • The Fund seeks consistent, long-term capital appreciation by investing primarily in international companies based in countries represented in the MSCI ACWI (All Country World Index) ex USA Index.
  • The team employs fundamental, bottom-up research and quantitative analysis to invest in what they have identified as high-quality businesses with positive business momentum trading at attractive valuations.
  • The Fund has tight risk controls to mitigate unintended risk and highlight security selection as a key component of the overall portfolio construction.
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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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Country Diversification

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Regional Diversification

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Asset Allocation

Investment Approach 
 
The Victory Trivalent International Fund – Core Equity’s management team seeks to provide long-term growth of capital in the Fund by investing primarily in equity securities of companies in countries represented in the MSCI ACWI (All Country World Index) Index ex U.S., but may also invest in companies from other countries.  
 
Philosophy & Process 
  

The team selects stocks using a blend of fundamental research and quantitative analysis, focusing on both positive business momentum and favorable valuation. The team uses risk controls to help avoid unintended risk and highlight security selection as a key part of the overall construction of the Fund. The Fund’s investment allocation to countries and sectors tends to closely approximate the country and sector allocations of the MSCI ACWI Index ex U.S. To ensure a diversified geographic portfolio, the Fund invests in a minimum of ten countries. There is no limit on the market capitalization in which the Fund may invest; therefore, the Fund’s investments may include small-, mid- and large-capitalization companies. 

The management team’s process is designed to achieve consistent long-term returns across the full breadth of market conditions and economic cycles. The focus of its investment process is on security selection and risk management. The team believes this is the best way to position the Fund to achieve an optimal balance between potential reward and investment risk over a complete market cycle. 

Management Team

Dan LeVan
Dan LeVan

Chief Investment Officer – Trivalent Investments

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