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Victory Trivalent Emerging Markets Small-Cap Fund
  • The Fund seeks consistent, long-term capital appreciation by investing primarily in emerging markets small-cap companies based in countries represented in the MSCI Emerging Markets Small Cap Index.
  • The team employs fundamental, bottom-up research and quantitative analysis to invest in what they have identified as high-quality businesses with positive business momentum trading at attractive valuations.
  • The Fund has tight risk controls to mitigate unintended risk and highlight security selection as a key component of the overall portfolio construction.
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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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Country Diversification

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Regional Diversification

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Asset Allocation

Investment Approach 
 
The Victory Trivalent Emerging Markets Small-Cap Fund’s management team seeks to provide long-term growth of capital in the Fund by investing primarily in equity securities of smaller emerging markets companies in countries represented in the MSCI Emerging Small Cap Index  
 
Philosophy & Process 
 
 

In selecting investments for the Fund, the management team utilizes a combination of quantitative and traditional, qualitative analysis, to identify companies exhibiting improving business momentum and attractive valuations. The stock selection process is designed to produce a diversified portfolio that, relative to the MSCI Emerging Small Cap Index , tends to have a below-average price-to-earnings ratio and above-average earnings growth trend. 
 

The management team’s process is designed to achieve consistent long-term returns across the full breadth of market conditions and economic cycles. The focus of the Fund’s investment process center’s on security selection within a risk-aware framework. The team believes this is the best way to position the Fund to achieve an optimal balance between potential reward and investment risk over a complete market cycle. 

Management Team

Dan LeVan
Dan LeVan

Chief Investment Officer – Trivalent Investments

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