Clients are not limited to one or two programs — Vega Capital can design customized solutions to fit individual clients’ needs.
Vega Equity Star Program*
Vega Equity Star is a unique, proprietary program consisting of individual equity selections. First, we determine how to allocate the funds among each of the S&P 500's ten sectors, based on our view of macroeconomic conditions. Then, we select individual positions within each sector by relying on our own analysis and available market research on those positions.
On average, a Vega Equity Star portfolio consists of 30-40 equities. We define specific profit targets for each position and institute strict risk controls. In addition, the portfolio is actively traded. When market conditions warrant, we use option instruments either to mitigate risks or to increase the profitability of the portfolio.
Vega Equity Star is a program for investors who seek to outperform the major market indices over the long run. Of course, no profit comes without risk — so investors who have their funds in the Vega Equity Star program should be prepared to sustain a significantly higher level of volatility.
*The Vega Equity Star Program is only suitable for qualified investors.
Vega Inevitable Program (VIP)*
Vega Inevitable is a program that invests in financial instruments that track the price of commodities such as oil, agricultural products, and precious metals. The program aims to gain from the fact that governments of many countries continue to print money, and therefore, inflation in these commodities is inevitable.
Vega Inevitable is for investors who seek further diversification by hedging their exposure to equity and fixed income markets.
*The Vega Inevitable Program (VIP) is only suitable for qualified investors.
Vega ETF Program
Vega ETF is a program that imitates the approach of the Vega Equity Star Program on a smaller scale. In other words, instead of buying individual equities, the portfolios in this program consist of Exchange Traded Funds (ETF) with the same weighted allocation among S&P 500 sectors as the Vega Equity Star portfolios.
Vega ETF is for investors who seek the same unique Vega philosophy of equity selection as the Vega Equity Star program, but whose account size does not permit allocation to individual securities.
Vega Safety Program
Vega Safety is a fixed income program tailored to each individual investor based on age, income objectives, tax bracket, time horizon, etc. The program consists of a full spectrum of fixed income instruments, such as corporate bonds, municipal bonds, high-yield funds, REITs, and TIPS.
While all of the instruments are technically the same, yields and durations are customized to each client’s needs using mathematical algorithms. Each portfolio is highly customized — no two Vega Safety portfolios are the same.
Since the selection of fixed income instruments has become extremely large, interest rate behavior is as chaotic as ever, and the liquidity needs of each client vary greatly, a delicate approach to choosing the correct combination of these instruments is absolutely crucial.
Vega Safety is a program for investors who seek a relatively stable return on their assets without excess volatility.