Enhanced S&P 500


Strategy Overview

The Enhanced S&P 500 Strategy seeks long-term, risk-managed growth of principal through the selection of attractively valued stocks including in the S&500 Index via an SMA structure.

Enhanced S&P 500 Strategy

Strategy Summary

The strategy invests in a targeted equity portfolio of approximately 50 large-cap stocks selected for their company-specific attributes and industry attractiveness as determined by VGA’s proprietary screening models.

The strategy also seeks to provide value by emphasizing stocks from top-ranked industry sectors, as determined by the firm’s proprietary sector-ranking models.

Strategy Objective

The strategy's primary objective seeks long-term growth of principal.

Portfolio Managers

Tom Samuelson, CFA, CMT
Chief Investment Officer
Kendall Dilley, CFA, CMT
Portfolio Manager

Strategy Information

  • Inception: August 2015
  • Category: Long-Short Equity & Large Blend
  • Structure: Managed Account (SMA)
Request for Proposal

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