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MFWire: Victory Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Victory Capital Management
127 Public Square
Cleveland, OH  44114
Google Maps

Contact
Main Phone: 877-660-4400
Web Site: http://www.victoryconnect.com/

Mutual Fund Brand(s)
Victory Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On December 31, 2021, Victory Capital Holdings bought WestEnd Advisors, and WestEnd became Victory's 12th investment franchise. The deal was unveiled back in November 2021.

    The Victory team traces their history back to 1894, to the formation of Cleveland Trust. 100 years later, the asset manager's parent, Cleveland-based Society Corporation, merged with Albany-based KeyCorp. The combined company (known as KeyCorp, parent of KeyBank) stayed in Cleveland and rebranded its asset manager as Key Asset Management Inc. (KAMI). In 2001, KeyCorp rebranded KAMI as Victory Capital Management, Inc.

    In 2013, a $246-million management-led buyout backed by Crestview Partners freed Victory from KeyCorp. Then, after several acquisitions, Victory Capital IPOed on the Nasdaq on February 8, 2018. In 2019, after yet another acquisition, Victory moved its headquarters from Cleveland to San Antonio.

    Victory Capital now has 12 "investment franchises" (what they call their boutiques), including:

    -Birmingham, Michigan-based InCore Capital Management, which was known as the Munder Fixed Income team (see below) prior to a 2015 rebranding;

    -Rocky River, Ohio-based Integrity Asset Management, which dates back to 1999, specializes in value equities, and was a subsidiary of Munder (see below);

    -Birmingham, Michigan-based Munder Capital Management, which launched in 1998, focuses on growth and core equities, and which Victory bought in 2014;

    -Hanover, New Hampshire-based New Energy Capital, which launched in 2004, specializes in clean energy infrastructure investing, and was purchased by Victory in 2021;

    -New York City-based NewBridge Asset Management, which dates back to 1996, specializes in focused large-cap, and was known as the Victory Large Cap Growth Team prior to a 2015 rebranding;

    -San Francisco-based RS Investments, which dates back to 1986, specializes in active equities, and was purchased by Victory in 2016;

    -Des Moines, Iowa-based Sophus Capital, which was the RS Investments Emerging Markets team before the Victory acquisition in 2016;

    -Cincinnati-based Sycamore Capital, which specializes in small- and mid-cap value;

    -Norwalk, Connecticut-based THB Asset Management, which was founded in 1982, specializes in equities, and was purchased by Victory in 2021;

    -Boston-based Trivalent Investments, which was founded in 1998, specializes in international equities and was known as the Munder International Equity Team prior to a 2015 rebranding;

    -USAA Investments, which goes back to 1970 and which Victory bought in 2019, after which Victory HQ moved from Cleveland to San Antonio; and

    -Charlotte, North Carolina-based WestEnd, which was founded in 2004, specializes in SMAs made out of portfolios of ETFs, and was purchased by Victory in 2021.
    Sponsored Opportunities



    Key People:
    David Brown
    Chairman, CEO, Victory Capital Management
    Kelly S. Cliff
    President of Investment Franchises , Victory Capital Management
    Michael D. Policarpo
    Chief Operating Officer and Chief Financial Officer, Victory Capital Management
    Mannik Dhillon
    President of VictoryShares and Solutions, Victory Capital Management
    Mark J. Van Meter
    Head of Capital Markets and Trading, Victory Capital Management
    Paul G. Pasicznyk
    Head of Institutional, Victory Capital Management
    Kevin Schmeits
    Head of Intermediary & Retirement Sales, Victory Capital Management
    Caroline Churchill
    Chief Marketing Officer, Victory Capital Management
    Nina Gupta
    Chief Legal Officer, Victory Capital Management
    Derrick A. MacDonald
    Chief Technology and Operations Officer, Victory Capital Management
    Lori A. Swain
    Head of Human Resources, Victory Capital Management
    Christopher Ohmacht
    Co-CEO, Victory Capital (KeyCorp)
    Gregory River
    Senior Managing Director, Head of Equities, Victory Capital Management
    Kevin Schmeits
    Senior Managing Director, Head of Retail Sales, Victory Capital Management
    Craig Ruch
    Managing Director, Head of Fixed Income, Chief Investment Officer, Victory Capital Management
    Story Archive for Victory Capital Management
    Published On Story Headline Publication
    1/5/2022 Victory, Virtus, Franklin, and Voya Each Seal Deals MFWire.com
    11/26/2021 A Repeat McKinsey Alum Joins Victory MFWire.com
    11/5/2021 An ETF Strategist Sells For $480MM, Plus Earnout MFWire.com
    11/2/2021 A Texas Fund Firm Seals a $65MM Deal MFWire.com
    9/14/2021 A $163B-AUM Multiboutique Buys Into Alts MFWire.com
    8/3/2021 A 27-Year-Old Fund Firm Launches Two ETFs MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/12/2021 The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms MFWire.com
    3/8/2021 At a $146B-AUM Shop, a New Channel Chief Taps a Service Leader MFWire.com
    3/3/2021 Morgan Stanley and Victory Seal Deals MFWire.com
    1/25/2021 After Two Deals, a Fundster-Turned-Transition-Chief Exits MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    12/22/2020 A $143B-AUM AM Adds a Channel Chief MFWire.com
    11/5/2020 Victory Will Buy a 38-Year-Old Equity Team MFWire.com
    9/21/2020 Victory Bets On an Asset Manager Backer MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    8/11/2020 After a Retirement, a 17-Year Victory Leader Rises MFWire.com
    7/17/2020 Two-Thirds of 2020 Outflows Came From Midsize Firms MFWire.com
    6/16/2020 Midsize Fund Firms' Inflows Return MFWire.com
    6/1/2020 A PNC Vet Takes Over ESG For a Multiboutique MFWire.com
    3/17/2020 A Very Bad Monday MFWire.com
    3/9/2020 Asset Managers Slip As the NYSE Circuit Breaker Trips MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/28/2020 As Markets Swoon, Asset Managers Fall Nearly 12 Percent MFWire.com
    1/15/2020 A CO DC I-O Vet Joins MassMutual 401kWire.com
    1/6/2020 Eight Years In, a CT DC I-O Exec Exits 401kWire.com
    12/9/2019 Week In Preview, December 9-15 MFWire.com
    11/19/2019 Has PE Put a $293B-AUM Shop On the Block? MFWire.com
    11/7/2019 From $64.1B to $145.8B In One Quarter MFWire.com
    8/15/2019 Schwab's Brokerage Deal Victory Comes With an MF Ally MFWire.com
    8/6/2019 A Rough Week? How About a Rough 12 Months? MFWire.com
    7/11/2019 A Relocating Fundster CEO Finds His New HQ MFWire.com
    7/2/2019 Victory Saves Another $10MM While Sealing the Deal MFWire.com
    5/16/2019 Victory Squeezes More Out of the USAA Deal MFWire.com
    4/23/2019 Two Asset Management Deals That Weren't MFWire.com
    2/7/2019 "We Aim to Be the Consolidator of Choice" MFWire.com
    1/18/2019 Texas Wins Over an Ohio Fund Firm MFWire.com
    12/19/2018 Asset Managers Fall 31 Percent MFWire.com
    11/8/2018 Why Victory Is Buying USAA AMC MFWire.com
    11/7/2018 USAA Sells Its AM Arm, For $850MM Up Front MFWire.com
    10/1/2018 Week In Preview, October 1-7 MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    5/29/2018 Week In Preview, May 29 - June 3 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/9/2018 Victory IPOs On a Rough Day MFWire.com
    1/12/2018 A $61.8B-AUM Fund Firm Prepares to IPO MFWire.com
    9/5/2017 Filings For Fundsters - September 5, 2017 MFWire.com
    8/31/2017 Filings For Fundsters - August 31, 2017 MFWire.com
    8/24/2017 ETC Breaks $1B and Nationwide Shines MFWire.com
    6/29/2017 The New Fund Fuss - June 29, 2017 MFWire.com
    4/7/2017 Filings for Fundsters - April 7, 2017 MFWire.com
    3/27/2017 18 ETF Shops Double Their AUM, Or Better MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    2/9/2017 The New Fund Fuss - February 9, 2017 MFWire.com
    1/19/2017 The New Fund Fuss - January 19, 2017 MFWire.com
    12/9/2016 Filings for Fundsters - December 9, 2016 MFWire.com
    12/6/2016 Filings for Fundsters - December 6, 2016 MFWire.com
    11/8/2016 Filings for Fundsters - November 8, 2016 MFWire.com
    11/3/2016 Filings for Fundsters - November 3, 2016 MFWire.com
    10/7/2016 Filings for Fundsters - October 7, 2016 MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    8/25/2016 Two Execs Join Victory in a Key Channel MFWire.com
    8/9/2016 Stork and Reaper - August 9, 2016 MFWire.com
    7/11/2016 A 15-Year Victory Vet Departs MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/7/2016 An RS Channel Chief Heads East, Ahead of the Victory Deal MFWire.com
    3/3/2016 As a Cali Shop Sells, Its DC I-O Chief Departs 401kWire.com
    12/18/2015 Guardian Finds RS' New Home MFWire.com
    10/14/2015 Vantagepoint Adds Two Subadvisors and Drops One MFWire.com
    8/17/2015 It's DoubleLine Vs. Victory In a $275MM Auction MFWire.com
    5/1/2015 Next For Eaton Vance: a WiFi-Like Alliance? MFWire.com
    2/18/2015 Victory Mostly Replaces a Munder PM Team MFWire.com
    2/9/2015 Another Fund Firm Can Nearly Taste ETF Victory MFWire.com
    12/2/2014 Victory Sets Its Course Post Deal MFWire.com
    12/1/2014 Victory Buys Into Smart Beta MFWire.com
    8/22/2013 Thrivent Funds Replaces a Fund Subadvisor MFWire.com
    8/22/2013 Goldman Wins a Subadvisor Mandate MFWire.com
    8/1/2013 Crestview Declares Victory a Done Deal MFWire.com
    2/22/2013 Crestview's Victory Catches the Media Spotlight MFWire.com
    2/21/2013 So Who is Buying Victory? MFWire.com
    2/21/2013 Private Equity Backs a $246MM Asset Manager Buyout MFWire.com
    2/18/2011 A Bank-Owned Fund Firm Now Has Two CEOs MFWire.com
    11/12/2010 Key Departure Pushes Victory to Passive Strategies MFWire.com
    12/1/2009 Citi Notches a Victory MFWire.com
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