The firm is a fund engaged in the provision of financial investment services principally in the United States. The company is publicly traded on the New York Stock Exchange under the ticker symbol RWL. The registered head office of the company is located in Philadelphia, Pennsylvania.
The firm seeks to achieve its investment objective of outperforming the total return performance of the S&P 500 Index (S&P 500) by investing in the constituent securities of the S&P 500 in the same proportions as the RevenueShares Large Cap Index. The fund consists of the same constituent securities as the S&P 500. But rather than being weighted by market capitalization, the fund employs a patent-pending investment methodology to weight stocks by annual revenue. The fund is rebalanced annually.
The firm is constructed using a rules-driven methodology, which re-weights the constituent securities of the S&P 500 according to the revenue earned by the companies in the S&P 500. The resulting RevenueShares Large Cap Index contains the same securities as the S&P 500, but in different proportions. The fund’s investment advisor is VTL Associates, LLC. Its sub-advisor is BNY Investment Advisors.
Group or Branch:
Suite 3320 19103, PHILADELPHIA, PA, UNITED STATES OF AMERICA
+1 215 854 8181