CHICAGO--(BUSINESS WIRE)--V2 Capital, an SEC-registered investment advisor, received a $200 million dollar allocation from a Fortune 500 insurance company to the V2 Hedged Equity Strategy, the firm announced today. The investment was allocated during the fourth quarter of 2013 and is now fully deployed in the Strategy.
The V2 Hedged Equity Strategy combines a long concentrated portfolio of U.S. equities with a custom tailored short portfolio of index options. The equities represent the “best ideas” generated by the firm through fundamental bottoms-up research while the short option positions are selected based on the current volatility environment. The active management of the Strategy is designed to generate alpha, manage net exposure, reduce volatility of returns, and provide some downside protection.
Victor Viner, Founder, President and Chief Investment Officer of V2 Capital said, “The latest allocation validates our belief that the V2 Hedged Equity Strategy should be a core equity holding for institutional investors. The Strategy is designed to produce attractive risk-adjusted returns throughout a market cycle. As we move forward in 2014, we are focused on providing our institutional investors with low volatility returns that maximize upside participation while also limiting the downside potential of the market.”
The V2 Hedged Equity Strategy aims to produce consistent results throughout a market cycle, and tends to outperform the S&P 500 in most market conditions. The consistency of returns is achieved with reduced volatility, which translates into significantly lower drawdowns. The Strategy ranks among the top 9% of all Equity Hedge funds reporting to the HFR database for risk-adjusted returns (Sharpe Ratio and Sortino Ratio) and among the top 17% for annualized absolute return, calculated from August 2010 through December 2013. 1
For more information about V2 Capital, please visit: http://www.v2capital.com/.
About V2 Capital
V2 Capital is an SEC-registered investment advisor focused on managing a hedged equity strategy designed to produce attractive risk-adjusted returns. The firm is led by Victor Viner, Co-Founder, former President, and CIO of Volaris Advisors, a multi-billion dollar equity options advisory firm that was acquired by Credit Suisse Group in 2003. Viner has more than 25 years of capital markets and trading experience. V2 Capital’s senior management team has been together since inception in 2004. The firm is based in Glenview, Illinois, a northern suburb of Chicago. As of December 31, 2013, V2 Capital has approximately $431 million in assets under management.
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1 Past performance is not indicative of future results, and investing in securities may result in a loss of principal. |
| The V2 Hedged Equity Composite Returns reflected are net of fees. The fees were calculated using the composite gross returns reduced by annual management fee, and maximum annual expenses. All of the performance reflected for the V2 Hedged Equity strategy has been adjusted to reflect a 1.00% Management Fee and 0.50% Expense Cap. |
| Returns and comparative analytics/ranking for V2 Hedged Equity Strategy, HFRI Equity Hedge Index, and S&P 500 Total Return are reflected since August 1, 2010. The HFRI Hedged Equity Index includes a broad spectrum of Hedged Equity Strategies which may or may not be comparable to the V2 Hedged Equity Strategy. However, we believe this is the best comparison to the V2 Hedged Equity Strategy. |
| Rankings of the V2 Hedged Equity Composite compared to the HFR Database were computed using PerTrac®. This comparison was prepared for the time period August, 2012 thru December, 2013. The data is believed to be accurate as of the date of this report; however, the HFR Database is updated constantly and subject to change without notice. |
