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
|Manager||VL Capital Management|
|Account Structure||Separately Managed|
|Benchmark||Russell 2000® Index|
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.