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Value Line Capital Appreciation Fund, Inc. Investor Class (VALIX)

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13.26 -0.00    0.00%
13/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Value Line
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 394.9M
Value Line Income & Growth Investor 13.26 -0.00 0.00%

Value Line Capital Appreciation Fund, Inc. Investor Class Overview

 
On this page you'll find an in-depth profile of Value Line Capital Appreciation Fund, Inc. Investor Class. Learn about the key management, total assets, investment strategy and contact information of VALIX among other information.
Category

Allocation--50% to 70% Equity

Total Assets

394.9M

Expenses

1.07%

Inception Date

19267

Investment Strategy

The investment seeks capital appreciation and income consistent with its asset allocation. The fund allocates its assets amongst equity securities, fixed income securities and money market instruments. It invests not less than 50% of its net assets in common or preferred stocks or securities convertible into common stock which may or may not pay dividends. The balance of the fund's net assets are primarily invested in U.S. government securities, investment grade debt securities rated at the time of purchase from the highest (AAA) to medium (BBB) quality, other fixed income securities or cash equivalents.

Contact Information

Address 7 Times Square, Suite 1606
New York,NY 10036.
United States
Phone +1 8002432729
Fax New York

Top Executives

Name Title Since Until
Mitchell Appel - 2024 Now
Ronald Deonarain - 2023 Now
Cindy J. Starke Portfolio Manager 2014 Now
Biography Prior to joining EULAV Asset Management in 2014, Ms. Starke was a Portfolio Manager and Equity Analyst at Spears Abacus Advisors from 2012 to 2014. From 2010 to 2012, she was an Equity Analyst with Conative Capital Management and from 2007 to 2009, a Managing Director, Portfolio Manager and Equity Analyst at Barrett Associates. From 1999 to 2007 she was Managing Director, Portfolio Manager and Equity Analyst at NewBridge Partners and Victory NewBridge. Ms. Starke received her BS in Business Administration from Fordham University in 1991 and an MBA in Finance from Fordham University in 1999.
Liane Rosenberg Portfolio Manager 2011 Now
Biography Ms. Rosenberg has been a portfolio manager with EULAV Asset Management since November 2009. From May 2008 until December 2008 she was a client portfolio manager with MEAG New York, formerly Munich Re Capital Management. From August 2004 until April 2008, she was Director of Portfolio Management at XL Capital Ltd.
Stephen E. Grant Portfolio Manager 2014 2017
Biography Mr. Grant has been a portfolio manager with EULAV Asset Management or its predecessor since 1991.
Mark Spellman Chief Executive Officer 2011 2014
Biography Mr. Spellman is an Alpine Saxon Woods Founding Partner and Chief Executive Officer, responsible for overseeing the firm's strategic direction, business development and driving growth. Mr. Spellman has over 30 years of experience in various capacities in the investment industry. Before launching Alpine Saxon Woods, Mr. Spellman was a Co-Chief Investment Officer and Portfolio Manager at Alpine Funds managing the Alpine Rising Dividend Fund, a long/short equity portfolio and other U.S. equity strategies. Prior to that he was a member of the Value equity team at MacKay Shields managing its $1.2B mid-cap value equity product as well as the 5-star Mainstay Strategic Value Fund. In addition, he was co-portfolio manager for a number of other products including large-cap value, all-cap value, small-cap value, and quantitative value overlay funds. Before that Mr. Spellman worked at Deutsche Bank Securities with positions including as a sell-side US Equity Strategist working with the Chairman and CEO, Jim Moltz and as an automotive industry analyst. He started his career as an Assistant Portfolio Manager and computer programmer at Prudential Insurance’s family of mutual funds. Mr. Spellman earned his degree in Computer Science and Finance from the Carroll School of Management at Boston College and an M.B.A. with high honors from the Isenberg School of Management at the University of Massachusetts, Amherst.
Stephen E. Grant Portfolio Manager 2010 2011
Biography Mr. Grant has been a portfolio manager with EULAV Asset Management or its predecessor since 1991.
Bradley Brooks Portfolio Manager 2002 2010
Biography Brooks has been a portfolio manager with Value Line.
Management Team - 1952 2002
Biography Team Managed
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