The strategy invests in an equity portfolio of S&P 500 sector exchange-traded funds (ETF’s) to varying degrees based upon their total return potential, as determined by VGA’s proprietary ranking models.
Top-ranked sectors receive a higher portfolio weight and bottom-ranked sectors receive a lower weight (or are held in cash).
The hedged version deploys a risk-managed approach whereby equity exposure is reduced when our macro models determine the investment backdrop has deteriorated.
The strategy seeks two primary objectives:
Vineyard Global Advisors LLC is a dba of Integrated Advisors Network LLC, collectively hereinafter (“the Adviser” or “Vineyard Global Advisors” or “VGA”) and is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.
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.
Copyright © 2022 | Vineyard Global Advisors LLC | All Rights Reserved.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras eu mauris dapibus ante interdum tempor non eu metus. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae; Sed lobortis sodales consequat.