Core Insights - TimesSquare Capital Management's "U.S. Small Cap Growth Strategy" reported a gross return of 11.28% and a net return of 11.02% for Q2 2025, underperforming the Russell 2000 Growth Index which returned 11.97% [1] - The fund's performance was attributed to double-digit returns in equities driven by improved global economic activity [1] Company Highlights - Victory Capital Holdings, Inc. (NASDAQ:VCTR) is highlighted as a key stock, with a one-month return of 0.79% and a 52-week gain of 36.07%, closing at $70.70 per share on September 11, 2025, with a market capitalization of $4.722 billion [2] - In the Financials sector, the strategy favors asset managers like Victory Capital over banks facing credit issues, noting an 11% gain for Victory Capital in Q2 2025, with earnings aligning with projections due to effective expense controls [3] - Victory Capital's Q2 revenue surged 60% from Q1 to $351.2 million, with 22 hedge fund portfolios holding its stock at the end of Q2, up from 16 in the previous quarter [4]
Victory Capital Holdings (VCTR) Advanced 11% in Q2