Victory Sycamore Small Company Opportunity Fund Class I (VSOIX)

Overview

The fund is dedicated to investing in the equity securities of smaller companies that are considered undervalued in relation to their potential earnings. This focus aligns with the belief that investing in small-cap companies offers a unique opportunity for growth. The Adviser's strategy involves a meticulous selection process, aiming to identify companies with significant upside potential. By adhering to a disciplined investment approach, the fund targets companies within the market capitalization range of the Russell 2000® Value Index. This benchmark is utilized to define "small companies" and guides the fund's investment criteria, ensuring a consistent focus on the small-cap value segment of the market.

Products and Services

• Equity Securities Investment

The fund's core service involves investing in equity securities of small companies considered to be undervalued. This service is founded on a thorough analysis of each company's potential for growth in relation to its current market valuation. By focusing on equity securities, the fund aims to capitalize on the growth potential of these companies, offering investors the opportunity to benefit from the potential appreciation of these assets.

• Small-Cap Focus

A key characteristic of the fund is its commitment to invest at least 80% of its assets in small companies. These are defined as companies with market capitalizations that fall within the range of the Russell 2000® Value Index at the time of purchase. This focus on small-cap stocks is based on the belief that these companies, being at the lower end of the market capitalization spectrum, offer higher growth potential compared to their larger counterparts. This strategic focus is designed to enable the fund to identify and invest in companies before they are recognized by the broader market.