Kurt Daum is a senior portfolio manager of Victory Income Investors, which was formerly known as USAA Investments, a Victory Capital Investment Franchise, and was acquired by Victory Capital in July 2019. Mr. Daum joined USAA in 2013. Previously, Kurt was a director at Highland Capital Management and has worked for AIG Investments and Q Investments. He began his career as an attorney at Akin Gump. Mr. Daum holds a J.D. from the University of Texas School of Law, a B.A.in economics and a B.A. in government from the University of Texas at Austin.

Jim Jackson is chief investment officer and senior portfolio manager of Victory Income Investors, which was formerly known as USAA Investments, a Victory Capital Investment Franchise, and was acquired by Victory Capital in July 2019. Prior to joining Victory Capital, Mr. Jackson was a co-manager of the USAA Life Insurance portfolios. Mr. Jackson joined USAA in 2009. Previous experience includes roles with Hartford Investment Management Company (HIMCO), Barings and Cigna Investment Management. Prior to entering the investment business, Jim served in the United States Marine Corps. Mr. Jackson holds a B.S. in economics from the United States Naval Academy and received an M.B.A. from the Ross School of Business at the University of Michigan in 2001. He is a CFA ® charterholder.

Jason Lincoln, CFA, Portfolio Manager and Fixed Income Research Analyst, Victory Income Investors, a Victory Capital investment franchise, has co-managed the Fund since June 2024. He has 16 years of investment management experience including six years with AMCO, which was acquired by the Adviser’s parent company in 2019. Education: MBA, Alvarez College of Business, University of Texas at San Antonio, and a B.A., University of Texas at Austin. He holds the CFA designation and is a member of the CFA Institute and the CFA Society of San Antonio.