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. All returns are provided net of management fees. Past performance is not an indication or guarantee of future results. Actual performance may be higher or lower than performance data quoted.
2. The First Value Date is the first day for which there is a calculated value (either live or back-tested) for a given portfolio. Back-tested performance, which is hypothetical and not actual performance, is subject to inherent limitations because it reflects application of a methodology and selection of constituents in hindsight. No theoretical approach can take into account all of the factors in the markets in general and the impact of decisions that might have been made during the actual operation of a strategy. Actual returns may differ from, and be lower than, back-tested returns.