The VL Capital Systematic U.S. Equity Strategy is the firm’s primary investment offering and seeks to maximize return relative to risk assumed. The strategy takes long positions in U.S. equities based on a combination of quantitative and fundamental value indicators programmed into VL Capital’s proprietary algorithm. The Systematic U.S. Equity Strategy is rebalanced at regular intervals throughout the year and maintains a low level of position turnover.
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||04 March 2013|
|Return Since Inception
|Benchmark Index||S&P 500® Index|
|Management Fee||1.00% Annual|
|Manager||VL Capital Management|
|Account Structure||Separately Managed|