---
title: Vineyard Global Advisors | Sector Rotation
description: VGA’s Sector Rotation strategy seeks long-term, risk-managed capital appreciation by investing in the top-ranked sectors of the S&P 500, as determined by VGA’s proprietary sector ranking models.
image: https://www.vineyardglobaladvisors.com/hubfs/Vineyard/featured/og-image-vineyardglobaladvisors.jpg
---

[![Vineyard Global Advisors](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_white.png?width=350&height=122&name=Vineyard_GlobalAdvisors_logo_white.png "Vineyard Global Advisors")](https://www.vineyardglobaladvisors.com/?hsLang=en)

- [Home](https://www.vineyardglobaladvisors.com)
- [Our Firm](https://www.vineyardglobaladvisors.com/our-firm)
- [Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy)
- Strategies 
    - [Strategy Overview](https://www.vineyardglobaladvisors.com/strategies)
    - 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)
    - Asset Allocation 
          - [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)
- Insights 
    - [Market Commentary](https://blog.vineyardglobaladvisors.com/commentary)
    - [Quarterly Webinars](https://blog.vineyardglobaladvisors.com/commentary/tag/webinars)
    - [In The News](https://blog.vineyardglobaladvisors.com/blog/tag/in-the-news)
    - [Blog](https://blog.vineyardglobaladvisors.com/blog)
- [For Advisors](https://www.vineyardglobaladvisors.com/wealth-advisors)
- Contact 
    - [Contact Us](https://www.vineyardglobaladvisors.com/contact-us)
    - [Request for Proposal](https://www.vineyardglobaladvisors.com/request-for-proposal)

[![Vineyard Global Advisors](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_transparent.png?width=250&height=87&name=Vineyard_GlobalAdvisors_logo_transparent.png "Vineyard Global Advisors")](https://www.vineyardglobaladvisors.com/?hsLang=en)

- [Home](https://www.vineyardglobaladvisors.com)
- [Our Firm](https://www.vineyardglobaladvisors.com/our-firm)
- [Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy)
- Strategies 
    - [Strategy Overview](https://www.vineyardglobaladvisors.com/strategies)
    - 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)
    - Asset Allocation 
          - [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)
- Insights 
    - [Market Commentary](https://blog.vineyardglobaladvisors.com/commentary)
    - [Quarterly Webinars](https://blog.vineyardglobaladvisors.com/commentary/tag/webinars)
    - [In The News](https://blog.vineyardglobaladvisors.com/blog/tag/in-the-news)
    - [Blog](https://blog.vineyardglobaladvisors.com/blog)
- [For Advisors](https://www.vineyardglobaladvisors.com/wealth-advisors)
- Contact 
    - [Contact Us](https://www.vineyardglobaladvisors.com/contact-us)
    - [Request for Proposal](https://www.vineyardglobaladvisors.com/request-for-proposal)

**Menu**

- [Home](https://www.vineyardglobaladvisors.com)
- [Our Firm](https://www.vineyardglobaladvisors.com/our-firm)
- [Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy)
- Strategies 
    - [Strategy Overview](https://www.vineyardglobaladvisors.com/strategies)
    - 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)
    - Asset Allocation 
          - [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)
- Insights 
    - [Market Commentary](https://blog.vineyardglobaladvisors.com/commentary)
    - [Quarterly Webinars](https://blog.vineyardglobaladvisors.com/commentary/tag/webinars)
    - [In The News](https://blog.vineyardglobaladvisors.com/blog/tag/in-the-news)
    - [Blog](https://blog.vineyardglobaladvisors.com/blog)
- [For Advisors](https://www.vineyardglobaladvisors.com/wealth-advisors)
- Contact 
    - [Contact Us](https://www.vineyardglobaladvisors.com/contact-us)
    - [Request for Proposal](https://www.vineyardglobaladvisors.com/request-for-proposal)

![](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/shutterstock_1818406121-1.jpg?width=1920&name=shutterstock_1818406121-1.jpg)

# Sector Rotation

 

## Strategy Overview

VGA’s Sector Rotation strategy seeks long-term, risk-managed capital appreciation by investing in the top-ranked sectors of the S&P 500, as determined by VGA’s proprietary sector ranking models.

The strategy is offered in two versions: hedged and long-only via an SMA structure.

[![Sector Rotation Strategy](https://www.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-strategy-sector-rotation.jpg "Sector Rotation Strategy")](https://www.vineyardglobaladvisors.com/sector-rotation#popup-03)

### Strategy Summary

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.

### Strategy Objective

**The strategy seeks two primary objectives:**

1. Long-term, risk-managed capital appreciation.
2. To outperform the IQ Long / Short Equity Hedge 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:** August 2015
- **Category:** Long-Short Equity and US SA Large Blend
- **Structure:** Managed Account (SMA)

#### Documents

- [**Fact Sheets →**](https://www.vineyardglobaladvisors.com/sector-rotation#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/sector-rotation#popup-02)

#### Strategy Family – Equity

- [**Quantitative Value →**](https://www.vineyardglobaladvisors.com/quantitative-value?hsLang=en)
- [**Quantitative Growth →**](https://www.vineyardglobaladvisors.com/quantitative-growth?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 Sector Rotation 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

<iframe data-hsv-src="https://play-na2.hubspotvideo.com/v/19651629/id/116647550846" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="116647550846" data-hsv-style="" data-hsv-width="1920" data-hsv-height="1080" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

[![Connect with a Vineyard Advisor](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/5421f092-e4e2-4424-b5a2-b95b19667778.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/5421f092-e4e2-4424-b5a2-b95b19667778)

![Vineyard\_GlobalAdvisors\_logo\_white](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_white.png?width=200&name=Vineyard_GlobalAdvisors_logo_white.png)

9800 Mt. Pyramid Ct.   
Suite 400  
Englewood, CO 80112  
[info@vineyardglobaladvisors.com](mailto:info@vineyardglobaladvisors.com)

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

- [Our Firm](https://www.vineyardglobaladvisors.com/our-firm)
- [Our Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy)
- [Insights](https://blog.vineyardglobaladvisors.com/commentary)
- [Contact Us](https://www.vineyardglobaladvisors.com/contact-us)

- [Privacy Policy](https://www.vineyardglobaladvisors.com/hubfs/Regulatory/Privacy_Policy.pdf)
- [Form ADV 2](https://www.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_ADV_Part%202A_2B.pdf)
- [Wrap Brochure](https://www.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_WRAP_Brochure.pdf)
- [Form CRS](https://www.vineyardglobaladvisors.com/hubfs/Regulatory/VGA_Form_CRS.pdf)

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/>

### Subscribe to Vineyard Commentary

Copyright © 2026 | Vineyard Global Advisors LLC | All Rights Reserved.

## Heading Text

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.

[Call To Action 01](http://crawfordinvestment-8881895.hs-sites.com/)

[Call To Action 02](http://crawfordinvestment-8881895.hs-sites.com/)

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "caption" : {
    "@type" : "MediaObject",
    "contentUrl" : "https://www.vineyardglobaladvisors.com/media-transcripts/116647550844/en.vtt",
    "inLanguage" : "en",
    "name" : "en Captions"
  },
  "contentUrl" : "https://19651629.fs1.hubspotusercontent-na2.net/hubfs/19651629/Video/vga-strategy-sector-rotation.mp4",
  "dateModified" : "2025-10-31T16:15:16.659Z",
  "duration" : "PT1M45S",
  "height" : 1080,
  "name" : "vga-strategy-sector-rotation",
  "thumbnailUrl" : "https://info.vineyardglobaladvisors.com/hubfs/Video/vga-strategy-sector-rotation.mp4/medium.jpg",
  "uploadDate" : "2023-05-22T21:30:22.977Z",
  "width" : 1920
}
```