VL Capital Management 
Small Cap U.S. Equity Portfolio  

The VL Capital Small Cap U.S. Equity Portfolio actively invests in the common stock of small-capitalization companies headquartered in the United States, which is defined as those having a market capitalization of $300 million to $2 billion. The Portfolio makes security selections using a proprietary model that incorporates both statistical and fundamental analysis. The Small Cap U.S. Equity Portfolio is rebalanced on a discretionary basis.

  • Invests in a basket of small capitalization U.S. stocks
  • Lower volatility compared to a traditional small cap portfolio
  • More exposure to growth relative to large cap stocks


Key Information

Manager VL Capital Management
Account Structure Separately Managed
Custodian Interactive Brokers
Benchmark Russell 2000® Index
Dividend Yield 0.15%

1. The information presented herein is for informational purposes only about VL Capital Management’s investment portfolios and is not intended as a solicitation to invest. Past performance is not an indication or guarantee of future results.