You can find out more about our available strategies below:
Investors interested in working with PVG will find it very straightforward to invest your portfolio into the various Separately Managed Accounts or Mutual Fund listed below.
U.S. Large Cap Value - 5 Star (Overall)
This strategy invests in equities with high dividends, low betas, and with stock capitalizations over 7.5 billion. The strategy is concentrated in leading firms from the energy, healthcare, real estate, and consumer staple sectors. The strategy typically invests in 25-40 equities chosen primarily from the U.S. Up to 10% of the strategy can be invested in ADR securities from the major developed markets of Europe and Asia for diversification purposes.
- Low .85 beta vs. Russell 1000
- 5 Star Morningstar Strategy
- +50% since 2016
Dynamic Core - 5 Star (3-Year)
PVG’s Dynamic Core strategy is designed to try and capture upside market participation as well as minimize losses against bear markets. PVG is proactively hedging against market risk by utilizing algorithm based technical models.
- +31% in 2016-2017
- -5% in 2008
- S&P 500 ETF Risk On/Risk Off Model
Tactical Total Return - 4 Star (Overall)
PVG’s Tactical Total Return strategy is designed to try and capture upside market participation as well as minimize losses against bear markets . PVG is proactively hedging against market risk by utilizing algorithm based technical models. We also take advantage of individual security opportunities within the “Alpha Sleeve” of the strategy.
- +20% in 2016-2017
- -5.38% in 2008
- Domestic and International Exposure
Loss Averse Equity Income - 4 Star (10-Year)
PVG’s Loss Averse Equity Income strategy is designed to try and prevent major market losses in your client’s portfolios and generate an attractive yield. We are proactively hedging against market risk and attempting to capture value in our dividend targeted security selection.
- Positive Returns in 2001, 2002, and 2008
- Mandated 4%-6% Dividend Yield
- Long-term beta of .24
U.S. Corporate Flexible Bond - 5 Star (3-Year)
This strategy invests in fixed income securities (80%) comprised primarily of a combination of investment grade and higher rated non-investment grade corporate bonds (A, BBB, and BB) by Standard & Poor’s. These bonds generally outperform Treasury bonds over market cycles. The strategy may utilize positions that increase in value as interest rates rise and/or U.S. dollar movements. The strategy may utilize actively traded ETFs that may utilize leverage and additional covered call strategies.
- Low .60 beta vs. Bond Indexes
- +3% in 2013
- +17% in 2016-2017