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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: