This strategy seeks capital appreciation. The Navigator Growth Strategy is suitable for growth 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 looks for opportunistic growth securities to generate alpha in the portfolio. PVG will also utilize ETFs (Exchange Traded Funds) to help capture market returns.
PVG reduces undiversifiable market volatility and risk by hedging portfolios with inverse market index securities, stop losses and cash positions. Hedging tactics are utilized to reduce overall volatility of the portfolio, and may also result in minimizing losses that may occur in an unfavorable cyclical or secular market. PVG is utilizing an algorithm based model to implement the hedging for the strategy.
Individual security risk is also managed by PVG. While PVG extensively researches all securities included in Equity Income portfolios, changing fundamental and market conditions, periodically requires the sale and replacement of portfolio securities. Others are sold if they rise to excessive valuations.