VL Capital Management 
Small Cap U.S. Equity Strategy  
 

The VL Capital Small Cap U.S. Equity Strategy 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 Strategy makes security selections using a proprietary, rules-based model. The Small Cap U.S. Equity Strategy 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

 
Performance 1

Oct-19 Nov-19 Dec-19 Jan-20 Since Inception
VL Capital 3.36% 9.16% 2.38% 2.63% 18.55%
iShares Russell 2000 ETF 2 2.72% 4.07% 2.78% -3.10% 6.47%
Key Information
 

Benchmark 2 iShares Russell 2000 ETF
Inception Date October 1, 2019
Custodian Interactive Brokers
Account Structure Separately Managed

 
Contact Us
 
Telephone 
(407) 412-6298
 
General Inquiries
info@vl-capital.com
 
 

 
 


 
1. All returns represent past performance. Past performance does not guarantee future results. Current performance may be lower or higher than the performance quoted above. Returns are representative of all fee-paying client accounts invested in the VL Capital Small Cap U.S. Equity Strategy.
 
2. The iShares Russell 2000 ETF seeks to track the investment results of the Russell 2000® Index (the “Index”), which measures the performance of the small capitalization sector of the U.S. equity market, as defined by FTSE Russell (“Russell”). The Index is a subset of the Russell 3000 Index, which measures the performance of the broad U.S. equity market, as defined by Russell. As of March 31, 2019, the Index included issuers representing approximately 7% of the total market capitalization of all publicly-traded U.S. equity securities. The Index is a float-adjusted capitalization-weighted index of equity securities issued by the approximately 2,000 smallest issuers in the Russell 3000 Index. As of March 31, 2019, the Index represented approximately 7% of the total market capitalization of the Russell 3000 Index. As of March 31, 2019, a significant portion of the Underlying Index is represented by securities of companies in the consumer discretionary, financials and healthcare industries or sectors. The components of the Underlying Index are likely to change over time.