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Victory Sycamore Small Company Opportunity Fund
  • The Victory Sycamore Small Company Opportunity 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 small 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 small cap value investing.
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Summary prospectus, prospectus, annual and semi-annual reports, and SAI

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What are risk measures?

Risk Measures

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Top 10 Holdings

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What are characteristics?

Characteristics

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Sector Diversification

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Asset Allocation

Please note: Effective April 30, 2016, the Victory Sycamore Small Company Opportunity Fund is generally closed to new investors. For more information, please see the prospectus
 
Investment Approach 
 
The Victory Sycamore Small Company Opportunity Fund seeks to provide capital appreciation. It employs an opportunistic approach focused on investing in high quality yet undervalued businesses with above-average financial strength that the team believes are currently mispriced by the market, generally due to temporary earnings challenges, negative investor sentiment or cyclical pressures. The team utilizes elements of both deep and relative value in order to exploit the inefficiencies inherent in the small cap asset class as well as the short-term nature of many market participants. 
 
Philosophy & Process 
 
The investment team employs a bottom-up investment process to build a diversified portfolio of small cap companies that they believe are undervalued and offer above-average total return potential. In building portfolios, the team identifies companies that it believes to possess each of the following attributes - undervaluation, above-average financial strength and the prospect for improving fundamentals. The team believes that 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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