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Victory Capital operates as an independent investment management firm, employing an integrated multi-boutique business model. This framework aggregates specialized investment franchises, each with distinct processes, under a unified operational and distribution platform. The firm provides diverse investment vehicles, including mutual funds and exchange-traded funds, designed for varied client needs through specialized teams.
The current independent Victory Capital was established in 2013, emerging from a spin-out from KeyCorp to a Crestview fund. While the firm acknowledges historical roots over a century old, this 2013 transaction marked its formation as a standalone asset manager. David Brown leads as Chairman and CEO, leveraging independent investment boutiques.
Victory Capital serves institutional investors, financial advisors, and individuals seeking specialized solutions across diverse asset classes. Its vision centers on offering differentiated, actively managed expertise, allowing each boutique to focus on core competencies. This structure aims to provide clients access to high-conviction investment products, driving sustained financial success.
Victory Capital has 1 tracked investment across 1 company. The latest tracked deal is $2.5M Other Equity in Axiom Exergy in August 2016.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Aug 2, 2016 | Axiom Exergy | $2.5M Other Equity | — | JB Straubel, Lars Johansson, MIT Angels, Sierra Angels |