Victory Sycamore Small Company Opportunity Fund Q4 2025 Commentary

Mutual Fund Commentaries81 FollowersFollow5ShareSavePlay(41min)CommentsSummaryThe Victory Sycamore Small Company Opportunity Fund (A Shares without sales charge) underperformed the Russell 2000® Value Index for Q4 2025 and for the 12-month period ended December 31, 2025.During the quarter, both stock selection and sector allocation were unfavorable, with security selection having a larger impact on relative underperformance.The U.S. power infrastructure currently lacks the readiness to absorb this voracious demand without transmission bottlenecks becoming a headwind. DNY59/iStock via Getty Images Executive Summary Sycamore Capital's Small Cap Value investment team employs a disciplined, bottom-up, fundamental process to invest in what we believe are better businesses that trade at a discount to the team's estimate of intrinsic value andThis article was written byMutual Fund Commentaries81 FollowersFollowSelect quarterly mutual fund commentaries.