Clients are not limited to one or two programs — Vega Capital can design customized solutions to fit individual clients’ needs.
Vega Equity Star*
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 is only
suitable for qualified investors.
Vega Balanced
Vega Balanced is a highly
customizable program that combines elements of Vega Equity
Star, Vega ETF, and Vega Safety. The program aims to strike
a dynamic balance between equities and fixed income
securities, depending on each client’s objectives.
Vega Balanced is for investors who
are comfortable with a measured degree of risk, but also
seek to maintain a baseline level of safety.
Vega ETF
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
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.
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