What We Can Do For You
Concentrated, high-quality portfolio capitalizing on dominant, highly profitable, and cash flow rich, large-cap growth companies.
Small and SMID Growth
Small & SMID Growth
Virelle Capital’s U.S. Small Cap Growth invests in a diverse set of companies experiencing a positive inflection in fundamentals driven by an identifiable change.
Virelle Capital’s U.S. SMID Growth invests in a diverse set of companies experiencing a positive inflection in fundamentals driven by an identifiable change.
A diversified portfolio of companies experiencing positive inflection points and meaningful and sustainable changes in revenues and cash flows.
A diversified portfolio of companies we believe are experiencing positive change through inflection points in their longer-run growth prospects.
MLPs, Global, Clean Energy
Small & SMID Growth
Master Limited Partnerships (MLP) primarily engage in owning and operating energy infrastructure throughout the United States. Virelle Capital’s MLP portfolio employs a growth-oriented, total-return strategy that focuses on maximizing distribution growth over yield. This high-conviction portfolio seeks to diversify across all midstream subsectors.
The Global Energy Strategy focuses on upstream, oilfield service and infrastructure companies who are positioned to accelerate production and reserve growth. These holdings are better able to generate outperformance through capital adjusted cash flow and earnings growth, as well as manage global reinvestment risk through a range of commodity and currency price cycles.
Diversified energy portfolios focused on companies growing future distributions, clean energy related projects, or traditional energy investments.
Why Virelle Capital?
Virelle Capital offers a range of investment strategies designed to help investors meet their financial objectives. These strategies are available in different structures ranging from commingled funds to customized separate accounts. Across strategies, we add value by capitalizing on behavioral inefficiencies across various growth and geographic markets. Our investment capabilities are characterized by experienced, fundamentally-oriented research teams complemented by differentiated risk management processes.
Insights
Virelle Capital Risk Management: Identifying ‘Source Risk’
Virelle Capital Investment Process: Exploiting Inefficiencies
