FOR INSTITUTIONAL INVESTOR USE ONLY

This site is for Institutional Investor use only and not for public use or distribution. The information contained on this site is for informational purposes only without regard to the investment objective, financial situation or specific needs of any particular investor. It is not intended for use by institutional investors in a jurisdiction where distribution or purchase is not authorized.

An “Institutional Investor” means any:

  • bank, savings and loan association, insurance company or registered investment company;
  • investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions);
  • person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof;
  • employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • FINRA member or registered person of such a member; or
  • person acting solely on behalf of any such institutional investor.

By accessing this site you confirm that you are an Institutional Investor, you agree not to forward or make the contents of this site available to any person who is not an Institutional Investor, and you agree to be subject to Victory Capital’s user agreement

Redirect me to VCM.com

Thank you for your interest in Victory Capital Management. To download this document, please complete the registration form below. You will only need to complete this form one time to access site content.






  • Victory Capital may use my email to send out periodic news, announcements, and product information.

*All fields are required
Submit

INCORE Capital Management

Incore Capital Management Logo

A VICTORY CAPITAL® INVESTMENT FRANCHISE

Investment Teams

Edward Goard, CFA, Chief Investment Officer

INCORE Capital Management Fixed Income

Managing Director, Chief Investment Officer Edward Goard, CFA

Ed Goard’s team manages our Total Return strategies as well as our more conservative strategies, which seek to deliver superior risk-adjusted returns by taking advantage of bond market inefficiencies in three key ways: sector allocation, credit selection, and active interest rate and yield curve positioning. View Team
Heidi Adelman, Chief Investment Officer – Mortgage Investments Portfolio Manager

INCORE Capital Management Short Government

Chief Investment Officer
Short Government Portfolio Manager Heidi Adelman

Heidi Adelman’s team manages our Short Government strategies which seeks to provide a high level of current income, consistent with the preservation of investors’ capital, by investing primarily in securities issued by the U.S. Government and its agencies or instrumentalities. View Team

 

The Funds are distributed by Victory Capital Advisers, Inc. (“VCA”), member FINRA and SIPC. Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services. 
Find out more about the background of this firm on FINRA's BrokerCheck.

Lipper classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60 and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. Victory INCORE Investment Grade Convertible Fund Class I was selected from among 14 funds and 63 share classes in the convertible securities category over five years for the period ending November 30, 2017. For a detailed explanation, please review the Lipper Leaders methodology document on http://lipperalpha.financial.thomsonreuters.com/lipper/our-methodology/
From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

Not all institutional strategies are represented on vcm.com. For more information, please call 1-216-898-2400.


Edward Goard, CFA, Chief Investment Officer

INCORE Capital Management Fixed Income

Managing Director, Chief Investment Officer Edward Goard, CFA

Ed Goard’s team manages our Total Return strategies as well as our more conservative strategies, which seek to deliver superior risk-adjusted returns by taking advantage of bond market inefficiencies in three key ways: sector allocation, credit selection, and active interest rate and yield curve positioning. View Team
Heidi Adelman, Chief Investment Officer – Mortgage Investments Portfolio Manager

INCORE Capital Management Short Government

Chief Investment Officer
Short Government Portfolio Manager Heidi Adelman

Heidi Adelman’s team manages our Short Government strategies which seeks to provide a high level of current income, consistent with the preservation of investors’ capital, by investing primarily in securities issued by the U.S. Government and its agencies or instrumentalities. View Team

 

The Funds are distributed by Victory Capital Advisers, Inc. (“VCA”), member FINRA and SIPC. Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services. 
Find out more about the background of this firm on FINRA's BrokerCheck.

Lipper classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60 and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. Victory INCORE Investment Grade Convertible Fund Class I was selected from among 14 funds and 63 share classes in the convertible securities category over five years for the period ending November 30, 2017. For a detailed explanation, please review the Lipper Leaders methodology document on http://lipperalpha.financial.thomsonreuters.com/lipper/our-methodology/
From Thomson Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

Not all institutional strategies are represented on vcm.com. For more information, please call 1-216-898-2400.