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.
You can find out more about our available strategies below:
Value Leaders LCV
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
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
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
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
Tactical Core
The portfolio invests primarily in equities which include passive and actively traded ETFs, as well as public stocks of a wide variety of companies, including long and/or short leveraged ETFs. The portfolio may leverage up to 160% and hedge down to -50% of the portfolio.
- + 39.57% in 2019
- + 21.52% YTD 2020
Contact us today!
PVG Headquarters
6898 S. University Blvd., Suite 100
Centennial, CO 80122
Phone: (303) 526-0548)
Email: info@pvgasset.com