VL Capital Management 
Micro Cap U.S. Equity Strategy  
 

The VL Capital Micro Cap U.S. Equity Strategy actively invests in the common stock of micro-capitalization companies in the United States, which is defined as those having a market capitalizations of $50 million to $300 million. The Strategy makes security selections using a proprietary, rules-based model that draws on both financial and statistical theory. The Micro Cap U.S. Equity Strategy is rebalanced on a discretionary basis.

  • Concentrated exposure to micro capitalization U.S. equities
  • Consistent methodology with a repeatable security selection process
Key Information
 

Benchmark 1 iShares Russell Micro-Cap ETF
Inception Date October 1, 2019
Custodian Interactive Brokers
Account Structure Separately Managed
 
 


 
1. The iShares Micro-Cap ETF seeks to track the investment results of the Russell Microcap Index (the “Index”), which measures the performance of the microcap sector of the U.S. equity market, as defined by FTSE Russell (“Russell”). The Index is a float-adjusted capitalization-weighted index and includes equity securities issued by issuers with total market capitalizations ranging from approximately $4 million to $4.6 billion, although this range may change from time to time. The Index consists of approximately the 1,000 smallest issuers in the Russell 3000® Index plus the next 1,000 smallest issuers in the equity universe as determined by Russell. As of March 31, 2019, a significant portion of the Index is represented by securities of companies in the financials and healthcare industries or sectors. The components of the Index are likely to change over time.