Victory Sycamore Small Company Opportunity Fund Class R (GOGFX)

Overview

This fund specializes in identifying and investing in the equity securities of smaller companies deemed to be underappreciated by the market relative to their earnings potential. The investment strategy emphasizes a commitment to small cap equities, particularly those that align with the valuation profiles found within the Russell 2000® Value Index. Such companies are characterized by their smaller market capitalizations, fitting within the ranges of businesses indexed by Russell 2000® Value, at the time of the fund's purchase. Such a targeted approach underscores a belief in the growth potential and value proposition these smaller entities offer, aiming for significant returns on investments by capitalizing on the undervaluation of these firms.

Products and Services

• Equity Securities Investment:

The fund's primary investment focus is on acquiring equity securities, particularly of companies that are smaller in size yet demonstrate a robust earnings potential. These investments are carefully selected based on a thorough evaluation to ensure they meet the fund's criteria for undervaluation and potential for appreciation.

• Small Companies Focus:

Adhering to a strict definition, "Small companies" for this fund are those whose market capitalizations align with the ranges defined by the Russell 2000® Value Index at the time of purchase. This focus highlights the fund's specialized approach in navigating the small-cap domain, seeking to uncover and capitalize on opportunities that larger investors might overlook.

• Minimum Investment Allocation:

In a bid to maintain its strategic orientation towards small-cap equity investments, the fund commits at least 80% of its assets to equity securities of small companies. This disciplined investment protocol ensures that the fund remains true to its mission of investing in the undervalued segment of small companies, potentially leading to significant returns relative to the risk undertaken.