Close

Advisor Information for UIIFX

Fund Inception08/01/2008
Name of IssuerVictory Capital Management Inc.
Fund Advisor(s)Victory Capital Management Inc.
Sub-Advisor(s)Wellington Management Company LLP

Fund Managers for UIIFX

Andrew Corry
Portfolio Manager since 08/28/2015
Andrew M. Corry is Senior managing director of Wellington since 2015, and equity portfolio manager of Wellington since 2011. Mr. Corry joined Wellington Management as an investment professional in 1997. He has a BA from Gettysburg College and an MBA from the University of Chicago.
James Shakin
Portfolio Manager since 08/28/2015
James H. Shakin, CFA, is Senior Vice President, Partner and Equity Portfolio Manager for Western Asset Management Company. Jim is a portfolio manager in Global Equity Portfolio Management and leader of the firm's International Contrarian Value Team. He manages equity assets on the behalf of our clients, drawing on research from Wellington Management's global industry analysts, equity portfolio managers, and team analysts. He currently manages several non-US contrarian value approaches. Jim is a member of firm's Multi-Strategy Review Group. Jim has a BS from the University of Pennsylvania.
U-Wen Kok
Portfolio Manager since 07/01/2019
U-Wen Kok is the Chief Investment Officer of the RS Global team and has co-managed the Fund since July 2019. From 2013 to 2016, she was with RS Investment Management Co. LLC, which was acquired by Victory Capital in 2016. Before joining RS Investments in 2013, Ms. Kok served over fifteen years as a portfolio manager or portfolio management consultant at RBC Global Asset Management, BMO Asset Management, Barclays Global Investors and Ontario Teachers’ Pension Plan Board. Ms. Kok is a CFA ® charterholder
Mannik Dhillon
Portfolio Manager since 07/01/2019
Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In his role, he leads and oversees the firms' exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory's strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm's acquisition strategy.
Peter Carpenter
Portfolio Manager since 07/01/2019
Mr. Carpenter is a Senior Portfolio Manager of Trivalent and has been with Victory Capital Management Inc since 2014. From 2007-2014, Mr. Carpenter was a Senior Portfolio Manager of Munder Capital Management, where he a member of the portfolio management team since 2007. Peter received his BA from Middlebury College and his MBA from Boston University. Peter is a Chartered Financial Analyst charter holder.
Jeffrey Sullivan
Portfolio Manager since 07/01/2019
Jeffrey R. Sullivan, CFA,is a Senior Portfolio Manager of Trivalent and has been with Victory Capital Management Inc or an affiliate since 2014 From 2007-2014, Mr. Sullivan was a Senior Portfolio Manager of Munder Capital Management, where he a member of the portfolio management team of the Fund's predecessor fund since 2007. Mr. Sullivan is a CFA charterholder.
Adam Mezan
Portfolio Manager since 07/01/2019
Adam Mezan has been a member of the RS Developed Markets team since 2014 and has been an associate portfolio manager/analyst of the Fund since May 2018. Prior to joining RS Investments in 2014, Mr. Mezan worked at Nomura Asset Management in London, covering global industrials and auto sectors. Previously, he worked at CIBC World Markets, performing fundamental research on North American business/industrial services companies. Mr. Mezan holds a BA from Duke University and an MBA from the University of Chicago. Mr. Mezan is a CFA charterholder.
Tarit Rao-Chakravorti
Portfolio Manager since 02/02/2026
Tarit Rao-Chakravorti, Managing Director and Equity Research Analyst of Wellington Management, has served as a portfolio manager for the Fund since 2023 and has been involved in securities analysis for the Fund since 2018. Mr. Rao-Chakravorti rejoined Wellington Management as an investment professional in 2018. Prior to rejoining Wellington Management, he was an analyst at Monitor 360 (2015 –  2016).
Tyler J. Brown
Portfolio Manager since 02/02/2026
Tyler J. Brown, CFA, Managing Director and Equity Research Analyst of Wellington Management, has served as a portfolio manager for the Fund since 2023 and has been involved in securities analysis for the Fund since 2022. Mr. Brown joined Wellington Management as an investment professional in 2015. Prior to joining Wellington Management, he was senior investment analyst from 2011 –  2014 and junior investment analyst from 2009 –  2011 at Artha Capital Management.
Keith White
Portfolio Manager since 02/02/2026
Keith E. White, Senior Managing Director and Equity Portfolio Manager at Wellington Management. He has worked in investment management with Wellington Management since 2007. Education: B.S., James Madison University; M.B.A., the Tuck School of Business at Dartmouth.