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Victory INCORE Total Return Bond Y
8.22
-0.01
-0.12%
MUCYX概述
本页面提供Victory Total Return Bond Fund Class Y的详细介绍，帮助您了解MUCYX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
电话
210-694-9700
网址
www.vcm.com
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| R.Neal Graves | Assistant Vice President | 2023 | now |
| 背景介紹 | R. Neal Graves, CFA, CPA, is Victory Capital Senior Portfolio Manager–USAA Investments, a Victory Capital Investment Franchise Mr. Graves has 27 years of finance related experience including 19 years of investment management experience with AMCO, which was acquired by the Adviser’s parent company in 2019. About education, he earned M.P.A, University of Texas at Austin; B.B.A., University of Texas at Austin. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| Kurt Daum | Executive Director | 2023 | now |
| 背景介紹 | Kurt Daum, J.D., Executive Director of Mutual Funds Portfolios, focusing on all areas of fixed-income research, has co-managed the Fund since November 2016. Prior to joining USAA, he was a Director at Highland Capital Management focused on fixed-income and private equity investing from January 2009 until November 2013. Education: B.B.A., University of Texas at Austin; J.D., University of Texas School of Law. | ||
| James F. Jackson | Portfolio Manager | 2023 | now |
| 背景介紹 | James F. Jackson, Jr., CFA, Victory Capital Senior Portfolio Manager, Head of Fixed Income Portfolio Management, and co-Chief Investment Officer–USAA Investments, a Victory Capital Investment Franchise, has co-managed the Fund since inception. Mr. Jackson has 22 years of investment management experience including 10 years with AMCO, which was acquired by the Adviser's parent company in 2019. Education: M.B.A. with High Distinction, Ross School of Business, University of Michigan; B.S., United States Naval Academy. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio. | ||
| Richard A. Consul | Senior Portfolio Manager | 2012 | 2023 |
| 背景介紹 | Richard A. Consul is a Senior Portfolio Manager of INCORE Capital Management and has been a co-portfolio manager of the Victory INCORE Investment Quality Bond Fund and Victory INCORE Low Duration Bond Fund since 2016. He has been with the Adviser since 2014. From 2010-2014, he was an investment professional with Munder Capital Management, which was acquired by the INCORE in 2014. Prior to that, Mr. Consul was a foreign exchange currency trader and a futures/options trader specializing in crude oil for a commodities hedge fund portfolio. Mr. Consul is a CFA charterholder. He earned a B.B.A. in Finance with a minor in Mathematics and an M.S.E. in Financial Engineering from the University of Michigan. He is a member of the International Association of Financial Engineers. | ||
| James R. Kelts | Senior Portfolio Manager | 2012 | 2023 |
| 背景介紹 | James R. Kelts is a Senior Portfolio Manager of INCORE Capital Management and has been a co-portfolio manager of the Victory INCORE Investment Quality Bond Fund and Victory INCORE Low Duration Bond Fund since 2016. He has been with the INCORE since 2014. From 2003-2014, he was an investment professional with Munder Capital Management, which was acquired by the INCORE in 2014. Mr. Kelts is a CFA charterholder. Mr. Kelts earned a B.A. in Finance from Michigan State University, is a CFA® charterholder, and a member of the CFA Institute and the CFA Society of Detroit. | ||
| Edward D. Goard | CIO (Chief Investment Officer) | 2009 | 2023 |
| 背景介紹 | Edward D. Goard is a Chief Investment Officer of INCORE Capital Management and has been a co-portfolio manager of the Victory INCORE Investment Quality Bond Fund and Victory INCORE Low Duration Bond Fund since 2016. Mr. Goard has been with the INCORE since 2014. From 2007-2014, he was an investment professional with Munder Capital Management, which was acquired by the INCORE in 2014. He was previously with Barclays Global Investors (BGI) as a senior portfolio manager and the head of interest rate and mortgage strategies. Mr. Goard is a CFA charterholder. Mr. Goard earned a B.S. in International Finance from San Francisco State University. | ||
| S.Brad Fush | Wealth and Institutional Management | 2012 | 2019 |
| 背景介紹 | S. Brad Fush, CFA, is Director of Credit Research for the company’s fixed income strategies. Brad joined Boyd Watterson Asset Management in 2019. Prior to joining the company, Brad was the Director of Credit Research for Incore Capital Management and Munder Capital Management. At Incore, he was a senior member of the investment strategy committee and focused on credit analysis and credit modeling for the corporate sector. Brad started his career at Comerica Bank holding multiple positions including Manager, Commercial Lender and Commercial Credit Analyst. Brad holds a CFA Charter from the CFA Institute, an MS in Accounting and MBA in Finance from Wayne State University, and a BA in Economics from Albion College. He is also a member of the CFA Society of Detroit and the CFA Institute. | ||
| Greg Oviatt | EVP, Senior Portfolio Manager | 2012 | 2018 |
| 背景介紹 | Greg D. Oviatt, CFA, is a Senior Portfolio Manager focusing on Boyd Watterson’s suite of taxable fixed income portfolios. Prior to joining Boyd Watterson Asset Management in 2019, Greg was a Senior Portfolio Manager at INCORE Capital Management and Munder Capital Management where he was a senior member of the investment strategy committee, managed institutional fixed income portfolios primarily for insurance companies, and performed credit research in the banking sector. Prior to joining Munder in 2000, Greg was a Money Market Portfolio Manager and Fixed Income Trader at National City Investment Management Company, First of America Investment Corporation and First of America Bank Corporation. Greg began his career in the investment management industry in 1994. Greg holds a CFA Charter from the CFA Institute and a BA in Economics from Kalamazoo College. He is also a member of the CFA Society of Detroit and the CFA Institute. | ||
| Dimitrios Kourkoulakos | Vice President | 2013 | 2013 |
| 背景介紹 | Kourkoulakos is a vice president of OppenheimerFunds, Inc. since December 2001. He was formerly a high yield analyst from 1998 to 2001 and a securities analyst from 1995 to 1998 of OppenheimerFunds. | ||
| Michael Krushena | EVP, Deputy CIO - Fixed Income | 2002 | 2012 |
| 背景介紹 | Michael J. Krushena, CFA, is Deputy CIO of Fixed Income focusing on the high yield and securitized sectors. Prior to joining Boyd Watterson Asset Management in 2017, Michael was the deputy chief investment officer for the Retirement Systems of the City of Detroit. Earlier in his career, Michael served as a senior portfolio manager with Ambassador Capital Management and Munder Capital Management. At both institutions, Michael was a member of the Corporate Credit Strategy team and traded the corporate and asset-backed sectors. He also managed Munder Capital Management’s Enhanced Core institutional composite and the Munder Bond Fund. Michael started his investment career with First Chicago Capital Markets in 1995. Michael holds a CFA Charter from CFA Institute, an MBA from the University of Michigan, and a BA from the University of Michigan. He is also a member of the CFA Society of Detroit and the CFA Institute. | ||
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