VGA’s Style Flex strategy seeks long-term capital appreciation using a flexible investment approach that emphasizes growth or value stocks depending upon market preference. When neither growth nor value styles are in favor (during maximum bearish market backdrops), the strategy is focused on capital preservation.
When neither growth nor value styles are in favor (during maximum bearish market backdrops), the strategy is focused on capital preservation via an SMA structure.
The strategy seeks to provide strong equity market participation during neutral to bullish market backdrops with an emphasis on market preference for either growth or value stocks.
When neither style is in favor, the strategy’s focus shifts towards capital preservation by reducing overall equity exposure.
Equity exposure can range from 100% net long during maximum bullish backdrops to 0% during maximum bearish backdrops.
The strategy seeks two primary objectives:
For more information on the Style Flex 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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