Strategies
Solutions for Long-Term Success
At VELA Investment Management, we offer a selection of investment strategies designed to seek long-term capital appreciation and/or current income.
Approach
Our strategies utilize a valuation-centric approach: we invest when our research indicates the company’s equity price is undervalued relative to the fundamental value of the business. Our experienced team works to identify businesses with sustainable competitive advantages run by management teams that demonstrate an ownership mindset and astute capital allocation. We also consider a company’s balance sheet strength and its ability to navigate adverse economic environments. Our commitment to maintaining a long-term horizon enhances our potential to buy good businesses at compelling valuations and generate attractive long-term returns for clients.
Learn MoreSmall Cap
Portfolio Managers: Ric Dillon, CFA, Brian Hilderbrand, CFA & Jenny Hubbard, CFA
The Small Cap Strategy invests in a diversified portfolio of small capitalization stocks. Small cap companies tend to be underfollowed and in the early stages of their growth potential. These factors can cause meaningful divergences between price and value, presenting compelling opportunities to generate attractive returns for shareholders.
Mutual FundLarge Cap Plus
Portfolio Managers: Ric Dillon, CFA & Kyle Schneider, CFA
The Large Cap Plus Strategy invests in long positions of attractively valued companies while also taking short positions in unattractive stocks.
Mutual FundInternational
Portfolio Manager: Bob Sharpe
The International Strategy invests in a diversified portfolio of non-U.S. equities from a broad market capitalization spectrum. Value is primarily added through superior stock selection, rather than by country or sector allocation.
Mutual FundIncome Opportunities
Portfolio Managers: Jason Downey, CFA, Bobby Murphy, CFA & Nick Rinker, CFA
The Income Opportunities Strategy invests in dividend and interest income producing securities, both domestic and foreign, across the market capitalization spectrum.
Mutual FundAll Cap Concentrated
Portfolio Managers:
Jason Downey, CFA & Bobby Murphy, CFA, CPA
The All Cap Concentrated Strategy invests in a concentrated portfolio of stocks from a broad market capitalization spectrum, offering a unique exposure to our highest conviction ideas.
Strategy Commentary
Focus
Portfolio Managers:
Jason Downey, CFA & Bobby Murphy, CFA, CPA
The Focus Strategy is a more concentrated version of the All Cap Concentrated Strategy. The Focus Strategy invests in a concentrated portfolio of 10 to 15 stocks of any size market capitalization that we believe are undervalued. All holdings of the Focus Strategy are part of the All Cap Concentrated strategy.
Short Duration
Portfolio Manager:
Nick Rinker, CFA
The Short Duration Strategy invests in fixed income securities across a broad group of industries, geographies, and company market capitalizations.
Start the Conversation
To learn more about adding our investment solutions to your portfolio, reach out to us today.