VICTORY equity portfolio

Is there a place for equity investing in your wealth management strategy? If so, you should consider Washington Crossing Advisors' VICTORY portfolio.  Unlike other strategies designed to mimic indices, our approach focuses directly on individual equities one at a time.  The portfolio is quantitative and value-driven in its approach and can be used as a stand-alone portfolio for risk capital or as a complementary satellite portfolio to round out a comprehensive wealth management program.

We offer two different approaches to equity portfolio management under the VICTORY program.  The key difference between the two is that the original VICTORY portfolio will hold non-invested portions of a portfolio in cash or other high-quality short-term asset, such as a money fund, whereas the VICTORY Core/Satellite portfolio combines a balanced, top-down tactical asset allocation approach with VICTORY's bottom-up stock selection. 

VICTORY is the original VICTORY portfolio and seeks to maximize upside through individual stock selection and avoid downside risk by holding cash when investment opportunities are not available.  The approach is highly disciplined and based on a proprietary discounted free cash flow methodology that has been developed by Washington Crossing Advisors' management team.  This portfolio typically exhibits a higher degree of turnover as a result of our quantitative valuation discipline.

VICTORY Core/Satellite combines a top-down, multiple-asset strategy from our CONQUEST discipline and the bottom-up equity work found in our VICTORY equity portfolio into a single core and satellite strategy.  By combining core and satellite strategies in one portfolio, we seek to bring together the best of our top-down capabilities with our bottom-up, company-level investment research.

Your financial advisor can help you determine which portfolio is right for you.

Please see our important disclosures concerning VICTORY.