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Strategies

Home Strategies

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
Dynamic Core
Tactical Total Return
Loss Averse Equity Income
Tactical Core
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

More Detail: Value Leaders LCV

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

More Detail: Dynamic Core

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

More Detail: Tactical Total Return

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

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

Tactical Core Strategy Marketing Deck 

Tactical Core Update August 2020

Contact us today!

PVG Headquarters
6898 S. University Blvd., Suite 100
Centennial, CO 80122
Phone: (303) 526-0548)
Email: info@pvgasset.com

Learn More About Us

  • Firm Profile
  • Our Team
  • Investment Process
  • Investment Strategies
  • How to Invest

Contact Us

6898 S. University Blvd. Suite 100
Centennial, CO 80122
Phone: (303) 526-0548
Email: information@pvgasset.com

Loss Averse Investing Strategies

  • Loss Averse Strategies
    • Value Leaders LCV
    • Dynamic Core
    • Tactical Total Return
    • Loss Averse Equity Income
    • US Corporate Flexible Bond
  • Mutual Fund

Also See

  • SEC ADV Part II
  • Form CRS
  • Manager Commentary
  • Market in a Minute Newsletter
  • Featured News & Insight
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