Investment Approach:
The Victory Solutions Alternative Income Strategy seeks to provide an innovative, transparent, low-cost approach to deliver income in a non-traditional manner. The Strategy delivers on its objectives by creating a portfolio that invests in global dividend paying stocks while attempting to neutralize equity volatility.
Philosophy & Process:
The Victory Solutions Alternative Income Strategy allocates with a systematic, transparent method to four high dividend equity indexes, shorts index futures to neutralize equity beta and applies a futures overlay strategy to offset basis risk.
President, Investment Franchises & Solutions and Head of Product & Strategy