The Quantitative Value strategy seeks long-term capital appreciation by investing in top-ranked stocks in the Russell 3000 Index, as determined by VGA's proprietary screening models, over a full market cycle.
This managed strategy is offered in two versions: hedged and long-only. It seeks two primary objectives: 1) long-term, risk-managed capital appreciation, and 2) HFRX Equity Hedge Index over a full market cycle via an SMA structure.
The strategy invests in a targeted portfolio of stocks from the Russell 3000 Index selected through a proprietary screening process developed by VGA to identify companies with above-average total return potential.
The screening process identifies companies with a unique blend of value, quality, profitability, growth, and price momentum attributes that have historically been associated with attractive stock performance.
The Quantitative Value strategy seeks two primary objectives:
For more information on the Quantitative Value 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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