VGA’s Optimized Equity Alpha seeks capital appreciation by investing in top-ranked industry sectors and a targeted portfolio of either growth or value stocks, depending on market preference for either style.
These two approaches are combined into one strategy to provide diversification benefits via an SMA structure.
The strategy seeks to provide strong equity market participation during neutral to bullish market backdrops by investing in top-ranked industry sectors and a targeted portfolio of either growth or value stocks, depending on market preference.
The strategy deploys a risk-managed approach whereby equity exposure is reduced when our macro models determine that the investment backdrop has deteriorated.
The strategy seeks two primary objectives:
For more information on the Optimized Equity Alpha Strategy, contact us.
Vineyard Global Advisors, LLC (“the Adviser”, “Vineyard Global Advisors”, or “VGA”) is a DBA of Integrated Advisors Network, LLC (“Integrated”). Integrated is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. VGA is affiliated with, but not under common control of, Integrated.
More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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