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Victory Sycamore Small Company Opportunity Fund Class I (VSOIX)

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54.70 +0.88    +1.64%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Victory
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.22B
Victory Sycamore Small Company Opp I 54.70 +0.88 +1.64%

Victory Sycamore Small Company Opportunity Fund Class I Overview

 
On this page you'll find an in-depth profile of Victory Sycamore Small Company Opportunity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of VSOIX among other information.
Category

Small Value

Total Assets

3.22B

Expenses

0.89%

Inception Date

39325

Investment Strategy

The investment seeks capital appreciation. The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities of small companies. "Small companies" are companies that at the time of purchase have market capitalizations within the range of companies comprising the Russell 2000® Value Index.

Contact Information

Address 15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
Phone 210-694-9700

Top Executives

Name Title Since Until
James M. Albers Portfolio Manager 2012 Now
Biography James Albers is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Albers joined Victory Capital in 2005.Mr. Albers began his investment career in 1997. Previously, he worked as a consultant with Accenture and IBM Global Services. Mr. Albers earned a B.S. and an MBA from the University of Wisconsin. He is a CFA® charterholder.
Michael F. Rodarte Co-Portfolio Manager 2012 Now
Biography Michael Rodarte is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Rodarte joined Victory Capital in 2006. Previously, he worked as an analyst with KeyBanc Capital Markets in its corporate and investment banking groups. Mr. Rodarte earned his B.B.A. in finance, economics, and international business from Ohio University. He is a CFA® charterholder.
Jeffrey M. Graff Managing Director 2007 Now
Biography Jeffrey Graff is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Graff joined Victory Capital in 2001 with six years’ prior investment experience. Previously, he was employed as an equity analyst with A.G. Edwards & Sons. He began his career in the investment industry as an equity research associate for Roulston & Company. Mr. Graff holds a B.B.A. from Cleveland State University and an M.Fin. from St. Louis University. He is a CFA® charterholder.Mr. Graff began his investment career in 1994.
Gregory M. Conners Portfolio Manager 2002 Now
Biography Greg Conners is a portfolio manager for the Sycamore Capital Small Cap Value Equity and Mid Cap Value Equity strategies. Mr. Conners joined Victory Capital in 1999 with four years’ prior investment experience as a small-cap research analyst with Carillon Advisers. Prior to his tenure as portfolio manager, he served as a research analyst for the Small Cap Value Equity strategy. Mr. Conners holds a B.S. in economics from College of Mount St. Joseph and an MBA from Xavier University.
Gary H. Miller Vice President 1998 Now
Biography Gary Miller is Chief Investment Officer of Sycamore Capital. He is also lead portfolio manager of the Small Cap Value Equity and Mid Cap Value Equity strategies. The Victory Small Cap Value Equity and Mid Cap Value Equity team was renamed Sycamore Capital on April 1, 2015. Sycamore Capital is a Victory Capital investment franchise. Mr. Miller joined Victory Capital in 1987. Prior to his tenure as portfolio manager, he served as an equity research analyst for the Small Cap Value and Mid Cap Value Equity strategies. Mr. Miller holds a B.B.A. in accounting from the University of Cincinnati and an MBA from Xavier University.
Steve Dilbone Vice President 2002 2004
Biography Dilbone joined Gradison McDonald, or an affiliate, in 1990 and has over 20 years of investment experience. He manages the portfolios of both individual and institutional clients and oversees the quantitative equity investment process. In the past he has managed the Victory Capital funds and was a Vice President at Merrill Lynch Capital Markets. Dilbone is a member of the Association for Investment Management and Research and the Queen City Bond Club.
Daniel R. Shick Managing Director 1997 2002
Biography Shick is a managing director with Gradison McDonald Asset Management, his employer for more than 25 years. In addition to assisting in the management of value funds, he manages the portfolios of both individual and institutional clients.
William J. Leugers Managing Director 1984 2002
Biography Leugers is a managing director and portfolio manager with Gradison McDonald Asset Management, his employer since 1975. He began his investment career in 1968 as a registered representative with Hayden Stone.
Gregory S. Huning senior vice president/portfolio Manager 1983 1984
Biography Huning is senior vice president and portfolio manager with Summit Bank, his employer since 1995. Prior to joining the firm, he served as senior equity portfolio manager for the Robert Wood Johnson Foundation in 1994. He has more than 29 years experience in investment management.
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