1 Is the company making money?
2 Can the company pay its bills?
3 Is the company structured to reward investors?
Companies that pass all three questions tend to deliver better returns at lower risk.
Our separately managed accounts were launched on 8/15/2013 and have outperformed its market benchmark, the Russell 2000, inception to date. These returns are net of fees and dividends are reinvested.
Performance summary of Green Zone Select™ represents an aggregation of 18 clients separately managed accounts generated using daily return information provided by Interactive Brokers. Performance results are presented net-of-fees and reflect the reinvestment of dividends and capital gains. Short-term performance results are less reliable than long-term investment returns. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio.
Valspresso Insights™ a free tool for financial advisors to compare Green Zone Select™ to other funds, using ALPHA.
18 Years of Research & Development
Valspresso Investment Management, LLC grew out of two decades of multi-disciplinary investment risk management research, resulting in investment transparency and an innovative approach to evaluating and selecting stocks developed by our founder. The result is an innovative investment technology platform and the Green Zone Select™ investment strategy.