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Institutional asset management. Individualized attention. 

Tax-Exempt Separately Managed Accounts

With an active approach, tax-exempt income generation and increased access to high-quality bonds, combined with an experienced team and track record dating back to 1982, our tax-exempt SMA is "tailored to fit".

 

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Small- and Mid- Cap Separately Managed Accounts

THB Asset Management's unique approach to managing its SMAs provides investors with flexibility, transparency, and customization. This, along with the team's long history of integrating ESG criteria into the process, makes our small- and mid-cap SMAs "tailored to fit."

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Victory Capital’s separately managed accounts (SMAs) are managed by institutional portfolio managers with the individual client in mind. 

Our SMAs are sophisticated and flexible, providing investors with professionally managed, tailored portfolios designed to meet their needs. An SMA can be an attractive solution for those seeking the advantages of an institutional process while maintaining flexibility and transparency.

Our SMAs are tailored to fit

  • Actively managed
  • Tax-advantaged
  • Long-term growth
  • Customized exposure
  • ESG considerations
  • Improved diversification
  • Access to difficult market segments
  • Flexibility
  • Access to high-quality securities
  • Liquidity
  • Credit exposure

Institutional management at the individual level

 

Our SMAs provide exposure to Victory Capital’s vast professional expertise across its 10 autonomous Investment Franchises.

 

Focus on client objectives

 

Among many added benefits, our clients can enjoy flexibility, transparency, tax-efficiency, and diversified exposure from our SMAs.

 

Access to a range of expertise

Our SMAs provide exposure to Victory Capital’s vast professional expertise across its 10 autonomous Investment Franchises.

Enhanced tax-efficiency

 

For investors who are concerned about tax efficiency, investing in a Victory Capital SMA can be beneficial. With an SMA, an investor can control and minimize the distribution of taxable gains.

Diversification

 
 

Our clients can diversify with a wide variety of SMA investment choices from Victory Capital. We are committed to bringing innovative solutions to our clients.

Cost competitive

 

Victory Capital SMAs are priced competitively. Relative to that of a mutual fund, our SMAs offer investors low management fee solutions combined with individualized attention.

Victory Separately Managed Accounts Description Fact Sheet Commentary
INCORE Investment Grade Convertible SMA The INCORE Investment Grade Convertible SMA is primarily invested in investment-grade convertible securities with options exchangeable into common stock. Our essential differentiating risk parameter is the portfolio’s overall credit quality must maintain an investment grade rating and the portfolio’s non-investment grade holdings are limited to a maximum of 20%. Image Image
Integrity Mid-Cap Value SMA The Integrity Mid-Cap Value SMA seeks capital appreciation by investing in mid-sized companies that the team believes are undervalued but poised to outperform. Through a value-oriented investment approach, the team evaluates these companies, while continuously adjusting for risk. - -
Munder Mid-Cap Core Growth SMA The Munder Mid-Cap Core Growth SMA seeks to deliver long-term capital appreciation by investing in a diversified portfolio of primarily domestic, medium-sized companies. Intense fundamental, bottom-up stock research is coupled with robust risk controls to pursue positive risk-adjusted performance versus the benchmark over a market cycle. - -
Munder Small Cap Growth SMA The Munder Small Cap Growth SMA seeks to deliver long-term capital appreciation by investing in a diversified portfolio of primarily domestic, small-capitalization companies. Intense fundamental, bottom-up stock research is coupled with robust risk controls to help realize positive risk-adjusted performance versus the benchmark over a market cycle. - -
Newbridge Large Cap Growth SMA The NewBridge Large Cap Growth SMA seeks to deliver long-term capital appreciation by investing in high-quality, large-cap companies with the prospect of growth in excess of the overall market. The team invests in companies with market leadership, solid financial foundations, talented and responsible management teams, that are expected to sustain revenue and earnings growth. Image Image
RS Mid Cap Growth SMA The RS Mid Cap Growth SMA seeks long-term capital growth by investing in mid-cap companies that the team believes can outperform the broader market by taking market share in their respective industries through innovation and strong execution. The strategy targets investors looking for a diversified allocation to dynamic, mid-cap growth companies that exhibit sustainable earnings growth and the potential to grow into large-cap companies. - -
THB Mid Cap Core SMA THB Mid Cap Core SMA seeks long term capital appreciation over full market cycles (3-5 years) by using an actively managed, disciplined, bottom-up investment approach. The strategy offers diversified, risk managed exposure to U.S. medium capitalization companies and rapidly developing mega trends which are shaping the global economy. The strategy targets a core style and seeks to find the best investment opportunities regardless of style classifications. - -
THB Small Cap Core SMA THB Small Cap Core SMA seeks long-term capital appreciation over full market cycles (3-5 years) by using an actively managed, disciplined, bottom-up investment approach. The strategy offers diversified, risk managed exposure to U.S. small capitalization companies and rapidly developing mega trends which are shaping the global economy. The strategy targets a core style and seeks to find the best investment opportunities regardless of style classifications. - -
Victory Tax Exempt Intermediate-Term SMA The Victory Tax Exempt Intermediate-Term SMA is an actively managed municipal strategy designed for investors seeking tax-exempt income and the benefit of professional investment management. The SMA's strategy seeks to deliver a high level of tax-free income without taking undue risk. - -

Victory Capital’s separately managed accounts (SMAs) are managed by institutional portfolio managers with the individual client in mind. 

Our SMAs are sophisticated and flexible, providing investors with professionally managed, tailored portfolios designed to meet their needs. An SMA can be an attractive solution for those seeking the advantages of an institutional process while maintaining flexibility and transparency.

Our SMAs are tailored to fit

  • Actively managed
  • Tax-advantaged
  • Long-term growth
  • Customized exposure
  • ESG considerations
  • Improved diversification
  • Access to difficult market segments
  • Flexibility
  • Access to high-quality securities
  • Liquidity
  • Credit exposure

Institutional management at the individual level

 

Our SMAs provide exposure to Victory Capital’s vast professional expertise across its 10 autonomous Investment Franchises.

 

Focus on client objectives

 

Among many added benefits, our clients can enjoy flexibility, transparency, tax-efficiency, and diversified exposure from our SMAs.

 

Access to a range of expertise

Our SMAs provide exposure to Victory Capital’s vast professional expertise across its 10 autonomous Investment Franchises.

Enhanced tax-efficiency

 

For investors who are concerned about tax efficiency, investing in a Victory Capital SMA can be beneficial. With an SMA, an investor can control and minimize the distribution of taxable gains.

Diversification

 
 

Our clients can diversify with a wide variety of SMA investment choices from Victory Capital. We are committed to bringing innovative solutions to our clients.

Cost competitive

 

Victory Capital SMAs are priced competitively. Relative to that of a mutual fund, our SMAs offer investors low management fee solutions combined with individualized attention.

Victory Separately Managed Accounts Description Fact Sheet Commentary
INCORE Investment Grade Convertible SMA The INCORE Investment Grade Convertible SMA is primarily invested in investment-grade convertible securities with options exchangeable into common stock. Our essential differentiating risk parameter is the portfolio’s overall credit quality must maintain an investment grade rating and the portfolio’s non-investment grade holdings are limited to a maximum of 20%. Image Image
Integrity Mid-Cap Value SMA The Integrity Mid-Cap Value SMA seeks capital appreciation by investing in mid-sized companies that the team believes are undervalued but poised to outperform. Through a value-oriented investment approach, the team evaluates these companies, while continuously adjusting for risk. - -
Munder Mid-Cap Core Growth SMA The Munder Mid-Cap Core Growth SMA seeks to deliver long-term capital appreciation by investing in a diversified portfolio of primarily domestic, medium-sized companies. Intense fundamental, bottom-up stock research is coupled with robust risk controls to pursue positive risk-adjusted performance versus the benchmark over a market cycle. - -
Munder Small Cap Growth SMA The Munder Small Cap Growth SMA seeks to deliver long-term capital appreciation by investing in a diversified portfolio of primarily domestic, small-capitalization companies. Intense fundamental, bottom-up stock research is coupled with robust risk controls to help realize positive risk-adjusted performance versus the benchmark over a market cycle. - -
Newbridge Large Cap Growth SMA The NewBridge Large Cap Growth SMA seeks to deliver long-term capital appreciation by investing in high-quality, large-cap companies with the prospect of growth in excess of the overall market. The team invests in companies with market leadership, solid financial foundations, talented and responsible management teams, that are expected to sustain revenue and earnings growth. Image Image
RS Mid Cap Growth SMA The RS Mid Cap Growth SMA seeks long-term capital growth by investing in mid-cap companies that the team believes can outperform the broader market by taking market share in their respective industries through innovation and strong execution. The strategy targets investors looking for a diversified allocation to dynamic, mid-cap growth companies that exhibit sustainable earnings growth and the potential to grow into large-cap companies. - -
THB Mid Cap Core SMA THB Mid Cap Core SMA seeks long term capital appreciation over full market cycles (3-5 years) by using an actively managed, disciplined, bottom-up investment approach. The strategy offers diversified, risk managed exposure to U.S. medium capitalization companies and rapidly developing mega trends which are shaping the global economy. The strategy targets a core style and seeks to find the best investment opportunities regardless of style classifications. - -
THB Small Cap Core SMA THB Small Cap Core SMA seeks long-term capital appreciation over full market cycles (3-5 years) by using an actively managed, disciplined, bottom-up investment approach. The strategy offers diversified, risk managed exposure to U.S. small capitalization companies and rapidly developing mega trends which are shaping the global economy. The strategy targets a core style and seeks to find the best investment opportunities regardless of style classifications. - -
Victory Tax Exempt Intermediate-Term SMA The Victory Tax Exempt Intermediate-Term SMA is an actively managed municipal strategy designed for investors seeking tax-exempt income and the benefit of professional investment management. The SMA's strategy seeks to deliver a high level of tax-free income without taking undue risk. - -

Resources

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Thoughts on inflation & rates: rethinking the forty

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BROCHURE

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Fixed income: Still your portfolio ballast

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