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2025 Halftime Report

July 29, 2025

Enjoy the Vineyard Global Advisors    2025 Halftime Report

Tom Samuelson, Chief Investment Officer at Vineyard Global Advisors, along with portfolio manager Kendall Dilley, discuss how the first half of the year has gone and what we are looking for during the second half of the year.


Watch the New Abridged Format Here:

 

Highlights

  • Tariff announcements have brought volatility, however the market has looked through the noise and performed well.
  • The economy remains in good shape with strong GDP and stable employment figures.
  • High level valuations may looked stretched, but the average stock remains around the long term average.
  • The AI build-out continues, tech companies continue to post solid gains.

Read our Detailed Report Below:

Q2_2025 Halftime Report_Page_1

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Presenters:

Tom Samuelson, CFA, CMT, Chief Investment Officer, Vineyard Global Advisors

Kendall Dilley, CFA, CMT Portfolio Manager, Vineyard Global Advisors

Researcher:

Sam Caylor, CMT, Investment Analyst & Senior Trader, Vineyard Global Advisors

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Investment advisory services are provided through Integrated Advisors Network, LLC (“Integrated”) a registered investment advisor. Registration does not imply a certain level of skill or training. Vineyard Global Advisors, LLC is a practice group of Integrated.

The opinions expressed herein are those of Vineyard Global Advisors and are subject to change without notice. This material is not financial advice or an offer to sell any product. Forward-looking statements cannot be guaranteed. This document may contain certain information that constitutes “forward-looking statements” which can be identified by the use of forward-looking terminology such as “may,” “expect,” “will,” “hope,” “forecast,” “intend,” “target,” “believe,” and/or comparable terminology. No assurance, representation, or warranty is made by any person that any of Vineyard’s assumptions, expectations, objectives, and/or goals will be achieved. Nothing contained in this document may be relied upon as a guarantee, promise, assurance, or representation as to the future. Vineyard Global Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investment advisory services offered through Integrated Advisors Network, LLC (“Integrated), a registered investment advisor. Vineyard Global Advisors is a DBA of Integrated.

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