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Van Hulzen Small Cap Strategy Achieves 3-Year Track Record, Receives 5-Star Morningstar Rating

January 31, 2019 by Van Hulzen Asset Management

Van Hulzen Asset Management, a Registered Investment Advisor based in El Dorado Hills, CA, is pleased to announce that its Small Cap Strategy has received a 5-star overall rating from Morningstar at its earliest eligibility based on risk-adjusted returns.

For the three-year period ending December 2018, the strategy’s performance ranks #2 in the Morningstar database among small-cap blend mutual funds (out of 214 funds) and in the 96th percentile of small-cap growth strategies (#8 out of 204 funds).

Press Release 5-Star MorningStar Rating Small Cap

Filed Under: In The News

Q4 2018 Small Cap Commentary

January 22, 2019 by Van Hulzen Asset Management

Open / Download Q4 2018 Small Cap Commentary

Filed Under: Small Cap Commentary

Q4 2018 Covered Call Commentary

January 15, 2019 by Van Hulzen Asset Management

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Filed Under: Covered Call Commentary

Welcome Back Volatility

November 2, 2018 by Van Hulzen Asset Management

In this white paper, we discuss the increase of volatility and how that benefits a covered calls strategy in an effort to generate income and provide downside protection
Download November 2018 White Paper

Filed Under: White Papers

Q3 2018 Small Cap Commentary

October 16, 2018 by Van Hulzen Asset Management

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Filed Under: Small Cap Commentary

Q3 2018 Covered Call Commentary

October 11, 2018 by Van Hulzen Asset Management

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Filed Under: Covered Call Commentary

Q2 2018 Covered Call Commentary

July 13, 2018 by Van Hulzen Asset Management

Download Q2 2018 Covered Call commentary

Filed Under: Covered Call Commentary

Q1 2018 Covered Call Commentary

April 27, 2018 by Van Hulzen Asset Management

Download Q1 2018 Covered Call commentary

Filed Under: Covered Call Commentary

Q4 2017 Covered Call Commentary

January 25, 2018 by Van Hulzen Asset Management

Download Q4 2017 Covered Call commentary

Filed Under: Covered Call Commentary

Q3 2017 Covered Call Commentary

November 7, 2017 by Van Hulzen Asset Management

Download Q3 2017 Covered Call commentary

Filed Under: Covered Call Commentary

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  • Van Hulzen Small Cap Strategy Achieves 3-Year Track Record, Receives 5-Star Morningstar Rating
  • Q4 2018 Small Cap Commentary
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  • Welcome Back Volatility
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