/Investors

Victory Capital

Institutional investoroperating company · company profile

Charlotte · 14 people tracked

Also known as VICTORY CAPITAL MANAGEMENT INC.

Find your way into Victory Capital

1,135 people in our graph share verified history with the Victory Capital team — schools, employers, funds. One of them is your warm intro.

Kevin Wenzelunlockedknows Michael D. Policarpo · together at Victory Capital (overlapped)
knows the team · via Gartmore
knows the team · via Sculptor
×9knows the team · via Fidelity Investments
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Investment thesis

WestEnd Advisors bases its investment philosophy on the belief that the macroeconomic environment is the key driver of financial market returns. Its investment team develops an outlook from ongoing analysis of over 200 macroeconomic data series, then allocates to sectors and areas of the market expected to benefit from macroeconomic tailwinds over the next six to eighteen months, while underweighting or avoiding areas facing headwinds. The approach, first developed in 1996 and implemented with ETFs since 2005, aims to build portfolios aligned with the evolving macroeconomic backdrop to deliver alpha throughout the economic cycle. WestEnd manages equity securities for individual, institutional, and wrap clients.

Source: firm website, verified Sep 29, 2026.

HQ
Charlotte, OH, US
Founded
1996
AUM
$282.7B
Tracked investments
2

Team · 14 people

from the firm's website & curated
Matthew Franken· Investment Analyst
Nina Gupta· Chief Legal Officer and Head of Human Resource Administration
Roger R. Regelbrugge, Jr.· Senior Investment Analyst
Tom Sipp· Executive Vice Presidentin
Zacharia W. Hollister· Senior Investment Analyst

What they invest in

from 2 of 2 portfolio companies

Energy ×1Fintech ×1

HQs:United States×2

Investments · 2 tracked

founders shown can be your intro path
Axiom ExergyinApr 2018

EnergyRichmond, US

Anthony Diamond(Director)Amrit Robbins(Executive Officer, Director)inDennis Odell(Director)Vikas Gupta(Director)Christopher Preston(Director)

Co-investorsShell VenturesSv Tech Ventures, Inc.WorldQuant Ventures

WestEnd Advisorswestendadvisors.comin

WestEnd Advisors is an investment management firm that provides portfolio management and investment strategy services to institutional and high-net-worth clients.

FintechSector AgnosticCharlotte, US

Fritz Porter(Co-Chief Investment Officer, Portfolio Manager)Ty Peebles(Co-Chief Investment Officer, Portfolio Manager)inNed Durden(Chief Investment Strategist, Portfolio Manager)

Frequently asked questions

What sectors does Victory Capital focus on?
Victory Capital focuses on Crypto & Web3, Sector Agnostic.
Where is Victory Capital located?
Victory Capital is headquartered in Charlotte, US.

From the blog

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The author has written about education funding for veterans and active-duty servicemembers, explaining military programs (Post-9/11 GI Bill, Yellow Ribbon Program) alongside civilian savings vehicles such as Coverdell ESAs and 529 plans. AI summary

Media · Podcasts & interviews

from their channel

Bonding Over Bonds: AI Issuance and the Fed Pivot

Victory Capital

Why An ETF Wrapper Won't Save a Bad Strategy | Bloomberg’s “ETF IQ”

Victory Capital

529 Day: What Parents May Not Know About Education Savings

Victory Capital

A Legacy of Learning: Celebrating 30 Years of 529 Plans

Victory Capital

UITB: Why Active Management May Have the Edge in Core Fixed Income | Just for Funds | Nasdaq

Victory Capital

50 Years in Fixed Income: The Active Approach Behind UBND | Just for Funds | Nasdaq

Victory Capital

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