VL Capital Featured in Forbes

Netflix stock has been on a remarkable run, gaining more than 150% over the past year and outpacing the rest of the so-called FAANG stocks. Though I’ve never invested in the company, I’m fascinated by its growth trajectory and wonder, like many others, if it’s overvalued and if it still has room to run. First […]

VL Capital 1Q 2018 Newsletter

For the three months ending March 31, 2018, the VL Capital Systematic U.S. Equity Strategy returned -0.69%, net of management fees, while the benchmark S&P 500 Index returned -1.22%. The single largest contributor to performance during the first quarter was Energizer Holding, Inc. (NYSE:ENR), which returned 23.10%. Energizer, the well-known battery maker, saw significant share […]

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 […]