---
title: Vineyard Global Advisors | Quantitative Growth
description: 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.
image: https://www.vineyardglobaladvisors.com/hubfs/Vineyard/featured/og-image-vineyardglobaladvisors.jpg
---

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    - Equity Alpha 
          - [Quantitative Value](https://www.vineyardglobaladvisors.com/quantitative-value)
          - [Quantitative Growth](https://www.vineyardglobaladvisors.com/quantitative-growth)
          - [Sector Rotation](https://www.vineyardglobaladvisors.com/sector-rotation)
          - [Style Flex](https://www.vineyardglobaladvisors.com/style-flex)
          - [Optimized Equity Alpha](https://www.vineyardglobaladvisors.com/optimized-equity-alpha)
          - [Enhanced S&P 500](https://www.vineyardglobaladvisors.com/enhanced-500)
    - Income 
          - [Russell 3000 Enhanced Dividend](https://www.vineyardglobaladvisors.com/russell-3000)
          - [Dynamic Yield](https://www.vineyardglobaladvisors.com/dynamic-yield)
          - [Risk Managed Income](https://www.vineyardglobaladvisors.com/risk-managed-income)
          - [Global Fixed Income](https://www.vineyardglobaladvisors.com/global-fixed-income)
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          - [Advantage Plus Series](https://www.vineyardglobaladvisors.com/advantage-plus-series)
          - [Allocation Plus Series](https://www.vineyardglobaladvisors.com/allocation-plus-series)
          - [ETF Advantage Series](https://www.vineyardglobaladvisors.com/etf-advantage-series)
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![](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/shutterstock_1818406121-1.jpg?width=1920&name=shutterstock_1818406121-1.jpg)

# Quantitative Growth

 

## Strategy Overview

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.

### Strategy Summary

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.

### Strategy Objective

**The Quantitative Growth strategy seeks two primary objectives:**

1. Long-term capital appreciation from growth stocks, but with reduced volatility.
2. The hedged version seeks to outperform the IQ Equity Long/Short hedge index, and the long-only version seeks to outperform the Russell 3000 Growth Index over a full market cycle.

## Portfolio Managers

![](https://www.vineyardglobaladvisors.com/hubfs/Tom-1.jpg)

Tom Samuelson, CFA, CMT

Chief Investment Officer

<https://www.vineyardglobaladvisors.com/our-firm/thomas-samuelson?hsLang=en>

![](https://www.vineyardglobaladvisors.com/hubfs/Kendall-1.jpg)

Kendall Dilley, CFA, CMT

Portfolio Manager

<https://www.vineyardglobaladvisors.com/our-firm/kendall-dilley?hsLang=en>

#### Strategy Information

- **Inception:** October 2015
- **Category:** Long Short Equity & US SA Large Value
- **Structure:** Managed Account (SMA)

#### Documents

- [**Fact Sheet →**](https://www.vineyardglobaladvisors.com/quantitative-growth#popup-02)
- [**Company Presentation →**](https://www.vineyardglobaladvisors.com/hubfs/Brochures/Vineyard_Global_Advisors_Brochure.pdf?hsCtaTracking=4fc4177d-35a5-4ff5-b8bd-9bf26b1dd846%7C2364b653-e7d9-4741-acc3-0cd277ccab68&hsLang=en)
- [**Performance Analytics →**](https://www.vineyardglobaladvisors.com/quantitative-growth#popup-02)

#### Strategy Family – Equity

- [**Quantitative Value →**](https://www.vineyardglobaladvisors.com/quantitative-value?hsLang=en)
- [**Sector Rotation →**](https://www.vineyardglobaladvisors.com/sector-rotation?hsLang=en)
- [**Style Flex →**](https://www.vineyardglobaladvisors.com/style-flex?hsLang=en)
- [**Optimized Equity Alpha →**](https://www.vineyardglobaladvisors.com/optimized-equity-alpha?hsLang=en)
- [**Enhanced S&P 500 →**](https://www.vineyardglobaladvisors.com/enhanced-500?hsLang=en)

[![Request for Proposal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/e4c4385c-3cc6-4dd7-b5b6-099dc337e218.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/e4c4385c-3cc6-4dd7-b5b6-099dc337e218)

## Speak with a Vineyard Advisor

For more information on the Quantitative Growth Strategy, contact us.

[![Contact Us](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/92ea0020-5d24-4a58-b7b7-1d662befa0c7.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/92ea0020-5d24-4a58-b7b7-1d662befa0c7)

## Request Info

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<https://www.linkedin.com/company/vineyard-global-advisors/>

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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](https://www.vineyardglobaladvisors.com/hubfs/VGA%20ADV2B.pdf?hsLang=en) and our Form CRS.<https://www.goodwood-consulting.com/>

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