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Victory Sycamore Established Value Fund
  • The Victory Sycamore Established Value Fund seeks to optimize clients’ returns with the goal of minimizing the risk of permanent capital loss.
  • The team employs a bottom-up, fundamental value investment process to build a diversified portfolio of mid cap companies that the investment team believes to be undervalued and offer above-average total return potential.
  • In building portfolios, Sycamore Capital’s investment team identifies companies that it believes to possess each of the following attributes – better business with above-average financial strength, an exploitable valuation disparity between the current market value for the shares versus their estimation of fair value and the prospect for improving fundamentals. The team believes that companies with the combination of these attributes offer the greatest upside potential yet the widest margin of safety and thus provides the clearest path to excess return over the cycle.
  • The Fund is managed by a seasoned and experienced team with a long-history of mid cap value investing.
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Summary prospectus, prospectus, annual and semi-annual reports, and SAI

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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 Victory Sycamore Established Value Fund seeks long-term capital growth by investing primarily in common stocks. It employs a bottom-up, classic value investment process to build a diversified portfolio of mid cap companies that we believe are undervalued and offer above-average total return potential. The team utilizes elements of both deep and relative value to exploit the inefficiencies inherent in the mid cap asset class as well as the short-term nature of many market participants. 
 
Philosophy & Process 
 
The Fund identifies companies that we believe possess the following attributes - better business with above-average financial strength, an exploitable valuation disparity between the current market value for the shares versus our estimation of fair value, and the prospect for improving fundamentals. We believe that companies with the combination of these attributes offer the greatest upside potential and thereby provide the clearest path to excess return over the cycle. A bottom-up, value approach to investing in better businesses offers the clearest path to excess return. 

Management Team

Gary Miller
Gary Miller

Chief Investment Officer – Sycamore Capital

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