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    Anna [Unknown]Morgan Stanley

    Anna [Unknown]'s questions to Victory Capital Holdings, Inc. (VCTR) leadership

    Anna [Unknown]'s questions to Victory Capital Holdings, Inc. (VCTR) leadership • Q4 2024

    Question

    An analyst, Anna from Morgan Stanley, inquired about Victory Capital's forward-looking capital allocation strategy, including the new buyback program and debt paydown, and requested an update on the WestEnd Advisors business.

    Answer

    CEO David Brown stated that accretive M&A is the primary use of capital, but the company can balance this with opportunistic share repurchases under its new $200 million program and continued dividend growth. Regarding WestEnd, he noted that while 2024 performance was below expectations, it is improving in 2025. He highlighted significant expansion in adviser relationships and platforms, including the new MODL ETF, and expressed bullishness on its growth prospects.

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