The Quantitative Growth strategy seeks long-term capital appreciation by investing in top-ranked growth stocks in the Russell 3000 Growth Index, as determined by VGA’s proprietary screening models.
This managed strategy is offered in an SMA structure and is available in two versions: hedged and long-only.
The strategy invests in a targeted portfolio of approximately 50 individual stocks selected from the Russell 3000 Growth Index through a proprietary screening process that seeks to identify companies with above-average growth potential that trade at attractive valuations (also known as “Growth at a Reasonable Price,” or GARP).
The strategy is rebalanced semi-annually, although individual positions may be adjusted opportunistically. The hedged version is risk-managed, whereby equity exposure is reduced when our macro models determine that the potential for strong equity returns has diminished. The long-only version remains fully invested in the individual stocks regardless of market backdrop.
The Quantitative Growth strategy seeks two primary objectives:
For more information on the Quantitative Growth 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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