This strategy seeks capital appreciation. The Multi-Cap Focused Strategy is suitable for value oriented investors, who seek appreciation, and who are uncomfortable with substantial stock or bond market risks.
This product is a core value focused strategy utilizing multiple capitalization companies in all sectors of the market both domestically and internationally.
PVG reduces undiversifiable market volatility and risk by security selection and the ability to move to cash in unfavorable market conditions.
Individual security risk is also managed by PVG. While PVG extensively researches all securities included in the portfolio, changing fundamental and market conditions, periodically requires the sale and replacement of portfolio securities. Others are sold if they rise to excessive valuations.