The VL Capital Risk Parity strategy seeks to maximize the benefits diversification through risk-based allocation. The strategy invests globally across stocks, bonds, and commodities, allocating smaller amounts of capital to assets that are more risky and larger amounts to assets that are less risky. The Risk Parity Strategy is composed of assets that provide either a positive expected return or some portfolio diversification benefit over the long term. By spreading risks in a more balanced manner, and adapting to market conditions, the strategy can generate more stable returns over time than traditional approaches.
VL Capital also incorporates a macroeconomic overlay into all of its investment strategies to help mitigate systematic risk. The VL Capital Recession Risk Index is the firm’s proprietary, multi-factor macroeconomic model that analyzes the probability of a recession occurring in the U.S. on a monthly basis.
|Inception Date||02 January 2017|
|Management Fee||1.00% Annual|
|Manager||VL Capital Management|
|Account Structure||Separately Managed|