A Systematic Equity Investment Firm
Discipline, expressed through data.
Built on the belief that disciplined decision-making through market cycles is driven by a systematic investment process.
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The Firm
Vineyard Quant Capital was founded in 2024 to deliver a systematic, quantitative U.S.-listed equity and ADR strategy with institutional grade discipline. Our team draws on decades of combined experience deploying factor strategies for pension funds, asset managers, insurers, and hedge funds, and runs on an institutional operating platform spanning trading, risk, and administration from day one. We hold ourselves to the same standard we apply to markets: test before you trust.
Our Approach
Our process is designed to reduce human bias and emotion, combining data driven stock selection with consistent, rules based risk management.
Our proprietary model evaluates a universe of over 4,000 listed stocks every day, including ADRs for international exposure, ranking each on value, momentum, growth, profitability, revisions, size, and risk. The highest conviction names form the portfolio.
A separate, rules based overlay monitors broad market and macroeconomic conditions. When the environment deteriorates, it hedges market exposure in stages, up to a full hedge.
Position and portfolio level risk limits remove individual losers before they compound and keep concentration in check. Risk is engineered into portfolio construction from the outset.
Team
A senior team across portfolio management, risk, and investor relations, operating on an institutional platform.
Chief Investment Officer
Leads research and portfolio management. 10+ years building quantitative equity strategies for pension funds, asset managers, insurers, and hedge funds. Former Director of Quantitative Strategy at Seeking Alpha (creator and co-PM of "Alpha Picks"); earlier at S&P Global and FactSet. B.A.Sc., Binghamton University.
Chief Risk Officer
30 years in capital markets. Formerly CIO, CEO, and Trader at Redburn Asset Management (Rothschild & Co.), and earlier Director of Institutional Markets at Merrill Lynch. Attended the University of Texas and earned his M.B.A. from the University of Chicago.
Head of Investor Relations
Leads investor relations and partner communications. Five years at Apex Global Solutions and a background in public accounting; also CFO of the affiliated Vineyard Group Holdings. M.S. in Accounting.
Research
Our research is produced internally. The factor library, scoring model, and macro overlay are entirely proprietary, and external data feeds are consumed only as raw inputs. Selected white papers documenting our factor work are available to qualified investors upon request.
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For investor relations and partnership inquiries.
Sarah Friedman, Head of Investor Relations
+1 (845) 570-3103400 Rella Boulevard, Suite 200
Montebello, NY 10901