VL Capital 4Q 2017 Newsletter

For the three months ending December 31, 2017, the VL Capital Systematic U.S. Equity Strategy returned 3.41%, net of management fees, while the benchmark S&P 500 Index returned 6.12%. For the full year, the Systematic U.S. Equity Strategy returned 7.63%, while the S&P 500 returned 19.42%. The single largest contributor to performance during the fourth […]

VL Capital Featured on CNBC.com

Despite the doom-and-gloom predictions about the future of big-box retail that are dominating headlines lately, some analysts are bullish about select real estate opportunities and those brick-and-mortar retailers with high customer-satisfaction and engagement ratings in the coming year. “The death of retail has been exaggerated,” said Jay Rollins, managing principal of JCR Capital, which invests […]

VL Capital 3Q 2017 Newsletter

For the three months ending September 30, 2017, the VL Capital Systematic U.S. Equity Strategy returned -4.05%, net of management fees, while the benchmark S&P 500 Index returned 3.96%. Year-to-date, the VL Capital Systematic Value Strategy has returned 4.07%, while the S&P 500 has returned 12.53%. The overall underperformance by the VL Capital Systematic U.S. […]

The Principles of Investing

While the principles of investing are actually not that complicated, few individual investors have a solid understanding of them. This is largely because investing is not taught as a basic academic subject, which is unfortunate because it leads to poor financial decisions by a large number of people. In this brief overview we will cover […]

VL Capital 2Q 2017 Newsletter

For the three months ending June 30, 2017, the VL Capital Systematic U.S. Equity Strategy returned 4.86%, net of management fees, while the benchmark S&P 500 Index returned 2.57%. Year-to-date, the VL Capital Systematic U.S. Equity Strategy has returned 8.46%, while the S&P 500 has returned 8.24%. The single largest contributor to performance during the […]

VL Capital 1Q 2017 Newsletter

For the three months ending March 31, 2017, the VL Capital Systematic U.S. Equity Strategy returned 3.44%, net of fees, while the benchmark S&P 500 Index returned 5.53%. Since inception, the VL Capital Systematic U.S. Equity Strategy has returned 117.00%, net of fees, while the S&P 500 has returned 54.91%. The single largest contributor to […]