The Next Generation of Free Cash Flow Investing

Exclusive Event for Merrill Advisors - Register Now

Companies that generate high free cash flow can incorporate value and quality characteristics without sacrificing relative growth potential based on trailing and forward-looking metrics. This is an ideal way to balance your portfolio against Magnificent 7 valuation concerns and set yourself up for long term success.

Join the experts at VictoryShares and learn all about a strategy that leverages an innovative free cash flow investment approach to position your portfolio for success.

May 20, 2024
11am PT | 2pm ET
1 CE Credit
Already Registered? Click here »


Topics will include:

  • Free Cash Flow 101: What is free cash flow (FCF) and why do some consider FCF yield to be a better valuation metrics in today’s modern economy?
  • Expanding FCF Horizons: How do some FCF strategies miss the mark and what are key considerations when thinking about FCF investing?
  • A Forward-Looking Solution: Are investors able to balance valuation and concentration risks from the Magnificent 7 to capture long-term success in their portfolios using a forward-looking approach to FCF?

Exclusive Event for Merrill Advisors - Register Now.

This program has been approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, and RMA® designations and The American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Michael Mack

Associate Portfolio Manager
VictoryShares and Solutions

Todd Rosenbluth

Head of Research

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Important Disclosures

For Merrill Advisors Only.

Carefully consider a fund’s investment objectives, risks, charges and expenses before investing. This and other information can be found in the fund’s prospectus or, if available, the summary prospectus, which may be obtained by visiting http://www.vcm.com/prospectus. Read the prospectus carefully before investing.

All investing involves risk, including the potential loss of principal. ETF redemptions are limited and commissions are often charged on each trade. ETFs may trade at a premium or discount to their net asset value. The Fund invests in securities included in, or representative of securities included in, the Index, regardless of their investment merits. The performance of the Fund may diverge from that of the Index. In addition to the normal risks associated with investing, investing in companies with high free cash flows could lead to underperformance during periods when such investments are unpopular, and fluctuations in market conditions, industry disruptions, or company-specific factors may jeopardize the generation of free cash flow. Investments concentrated in an industry or group of industries may face more risks and exhibit higher volatility than investments that are more broadly diversified over industries or sectors. Derivatives may not work as intended and may result in losses. Large shareholders, including other funds advised by the Adviser, may own a substantial amount of the Fund’s shares. The actions of large shareholders, including large inflows or outflows, may adversely affect other shareholders, including potentially increasing capital gains. Investments in mid-cap companies typically exhibit higher volatility. The value of your investment is also subject to geopolitical risks such as wars, terrorism, environmental disasters, and public health crises; the risk of technology malfunctions or disruptions; and the responses to such events by governments and/or individual companies.

The opinions expressed are subject to change due to changes in market or economic conditions. The comments should not be construed as a recommendation of individual holdings or market sectors, but as an illustration of broader themes.

Distributed by Foreside Fund Services, LLC (Foreside). Victory Capital Management Inc. is not affiliated with Foreside.

©2024 Victory Capital Management Inc.