Investment Strategy



Our strategies seek long-term capital preservation and growth by investing in companies that meet the portfolio managers’ financial, sustainability/environmental, social and governance (“ESG”) criteria or that they believe are making substantial progress toward becoming a leader in sustainability and ESG policies. The portfolio managers’ ESG and sustainability evaluation is integrated into a thorough assessment of investment worthiness based on financial criteria.

The portfolio managers consider a sustainable company to be one that

  • Offers products and services that have a positive impact on society; and
  • Has well-defined strategies in place to ensure longevity as an investment. Sustainability is not limited to environmental stewardship but also includes a company’s policies in regard to treating employees fairly and furthering their professional development, interacting in a positive way within its local community, promoting safety at all times, managing its supply chain responsibly, and employing corporate governance practices that are shareholder-friendly and


VictorWealth Core Strategies:


  1. Large Cap Growth ESG:

This strategy seeks consistent growth of capital while minimizing volatility. It seeks to outperform the S&P 500 Index over a full market cycle and perform well in rising markets while outperforming the S&P 500 Index in declining markets. It seeks long-term capital appreciation by investing in stocks of companies the portfolio managers believe have the potential for above-average long-term earnings and/or cash flow growth.


  1. Appreciation:

Our Appreciation strategy seeks long-term capital appreciation by investing primarily in quality large capitalization companies that meet certain Environment, Social and Governance standards. The strategy invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience growth.


  1. Total Return:

The total return from a portfolio includes price growth plus interest and dividend income. Incorporating both yield and price appreciation can help smooth and increase your income stream, despite inevitable fluctuations in the market. A total-return approach to investing and income generation is about using your whole portfolio to generate returns from a range of sources, including interest, dividends, and growth.


  1. Dynamic Rebalancing:

This rebalancing methodology satisfies two key objectives:

  • maintaining the target allocation at a low cost and with minimal underlying investment disruption, and
  • adding incremental value from being a liquidity provider and harvesting short-term volatility on a frequent basis.


  1. Dividend Strategy:

Our Dividend Strategy mandate seeks dividend income, growth of dividend income, and long-term capital appreciation. The portfolio managers invest primarily in equity and equity-related securities, which may include common stocks, convertibles, and preferred stocks that either pay an existing dividend or that they expect will pay a dividend in the near future.


  1. Fixed Income:

VictorWealth offers fixed income management for both taxable and non-taxable fixed income investments. Clients generally are able to work with VictorWealth to develop an investment approach that reflects the desired risk/reward profile for the portfolio and other investment preferences. Non-taxable fixed income investments consist of municipal securities. Taxable fixed income investments may include U.S. Government and Agency securities, taxable municipal securities, corporate notes and bonds, commercial paper, and planned amortization class collateralized mortgage obligations (“CMOs”).