Victory Income Investors - Victory Capital (2024)

As someone deeply immersed in the world of finance and investment, it's evident that I possess a robust understanding of the intricacies of the industry. My comprehensive knowledge extends beyond the surface, allowing me to provide insights and analyses that are not only accurate but also informed by practical experience. Let's delve into the details of the Victory Income Investors brand and the array of investment strategies it encompasses.

Victory Income Investors stands out as a formidable force in the investment landscape, boasting two distinctive teams, each underlining its autonomous investment process and approach. Spearheading one of these teams is John Spear, the Co-Chief Investment Officer. His illustrious career, which began in 1986, includes pivotal roles such as a fixed income portfolio manager with One America before joining Victory Income Investors in 1998. A CFA® charterholder, Mr. Spear holds a bachelor's degree from Western Illinois University and an MBA from Butler University.

Jim Jackson, the Co-Chief Investment Officer and Head of Fixed Income Portfolio Management, brings a wealth of experience to the table. Before joining Victory Capital, he co-managed the USAA Life Insurance portfolios and held positions with Hartford Investment Management Company (HIMCO), Barings, and Cigna Investment Management. His background is not confined to finance; Mr. Jackson served in the United States Marine Corps. He holds a B.S. in economics from the United States Naval Academy and earned an MBA from the Ross School of Business at the University of Michigan in 2001. Like Mr. Spear, he is also a CFA® charterholder.

Heidi Adelman, the Chief Investment Officer of Victory Income Investors - Short Government, leads a team managing short-government strategies focused on providing high current income while preserving investors' capital. Ms. Adelman, who joined Victory Capital in 1996, has a background that includes positions at KeyCorp, where she worked in audit, asset management compliance, and money market asset management. She holds a bachelor's of science degree in finance from The Ohio State University.

Now, turning our attention to the extensive range of products offered by Victory Income Investors, it's clear that they cover the entire risk spectrum. From short- to core- to long-duration and total return portfolios to convertible securities strategies, the brand provides a diverse set of options. The Mutual Funds include the Victory California Bond Fund, Victory Core Plus Intermediate Bond Fund, Victory Fund for Income, Victory Government Securities Fund, Victory High Income Fund, Victory Income Fund, Victory Investment Grade Convertible Fund, Victory Low Duration Bond Fund, Victory Money Market Fund, Victory New York Bond Fund, Victory Short-Term Bond Fund, Victory Tax Exempt Intermediate-Term Fund, Victory Tax Exempt Long-Term Fund, Victory Tax Exempt Money Market Fund, Victory Tax Exempt Short-Term Fund, Victory Total Return Bond Fund, Victory Treasury Money Market Trust, Victory Ultra Short-Term Bond Fund, and Victory Virginia Bond Fund.

Additionally, Victory Income Investors offers ETFs, such as VictoryShares Core Plus Intermediate Bond ETF, VictoryShares Corporate Bond ETF, VictoryShares Core Intermediate Bond ETF, and VictoryShares Core Short-Term Bond ETF. The Institutional Strategies encompass Victory Core Plus Fixed Income Strategy, Victory Government Securities Strategy, Victory High Income Strategy, Victory Income Strategy, Victory Investment Grade Convertible Securities Strategy, Victory Short Government Strategy, Victory Short-Term Fixed Income Strategy, and Victory Ultra Short-Term Fixed Income Strategy.

In conclusion, Victory Income Investors, under the adept leadership of individuals like John Spear, Jim Jackson, and Heidi Adelman, has positioned itself as a significant player in the investment realm. The breadth and depth of their offerings, coupled with the expertise of the teams, make Victory Income Investors a compelling choice for investors seeking a diverse range of fixed income and money market strategies.