---
title: Vineyard Global Advisors | Style Flex
description: VGA’s Style Flex strategy seeks long-term capital appreciation using a flexible investment approach that emphasizes growth or value stocks depending upon market preference.
image: https://www.vineyardglobaladvisors.com/hubfs/Vineyard/featured/og-image-vineyardglobaladvisors.jpg
---

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          - [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)
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          - [Risk Managed Income](https://www.vineyardglobaladvisors.com/risk-managed-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)

# Style Flex

 

## Strategy Overview

VGA’s Style Flex strategy seeks long-term capital appreciation using a flexible investment approach that emphasizes growth or value stocks depending upon market preference. When neither growth nor value styles are in favor (during maximum bearish market backdrops), the strategy is focused on capital preservation.

When neither growth nor value styles are in favor (during maximum bearish market backdrops), the strategy is focused on capital preservation via an SMA structure.

[![Style Flex Strategy](https://www.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-strategy-style-flex.jpg "Style Flex Strategy")](https://www.vineyardglobaladvisors.com/style-flex#popup-03)

## Strategy Summary

The strategy seeks to provide strong equity market participation during neutral to bullish market backdrops with an emphasis on market preference for either growth or value stocks.

When neither style is in favor, the strategy’s focus shifts towards capital preservation by reducing overall equity exposure.

Equity exposure can range from 100% net long during maximum bullish backdrops to 0% during maximum bearish backdrops.

## Strategy Objective

**The strategy seeks two primary objectives:**

1. Long-term capital appreciation.
2. Capital preservation during maximum bearish market backdrops.

## 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
- **Structure:** Managed Account (SMA)

#### Documents

- [**Fact Sheet →**](https://www.vineyardglobaladvisors.com/style-flex#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/style-flex#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)
- [**Sector Rotation →**](https://www.vineyardglobaladvisors.com/sector-rotation?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 Style Flex 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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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.

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