Philosophy
We believe there is an imperfect understanding of where alpha comes from. Rather than trying to pick winners, investors should avoid the losers.
A proven team with 20+ years of successful partnership building modern, efficient, and dependable asset management firms.
Investment Solutions
Our portfolio solutions are designed to help you build your business and grow your client relationships.
Our custom indexes seek to achieve a singular goal – enhance all existing investment universes by removing the losers.
Use our SPACE to help avoid the losers inside your portfolio.
Partner with us to access our unique model solutions so you have more time to focus on building your practice and create wealth for your clients.
Indexes
WE ARE NEW AGE ALPHA
reengineered active stock selection that takes existing investment universes and makes them better by aiming to avoid the losers
We offer SMAs and Direct Indexing Solutions.
AVoid the Losers
The snapshot of the SPACE Section is being provided for illustrative purposes only and should not be construed as providing investment advice or as a recommendation to buy or sell any particular security. This snapshot is taken at a particular point in time and any analysis or information contained in it is outdated and should not be relied upon. Past performance is not an indication or a guarantee of future results. For full disclosure click here.
Our Approach
We construct solutions that aim to avoid mispriced stocks caused by human behavior—losers. We combine the alpha potential of active management with the advantages of rules-based investing to build a systematic and repeatable process that aims to provide uncorrelated returns without the risks traditionally associated with active investing.
About Us
Utilizing principles developed by the insurance industry, we construct portfolio solutions, indexes and direct indexing options that aim to identify and avoid a mispricing risk caused by excessive market expectations – the Expectation Risk Factor.
At New Age Alpha, we…
Aim to avoid the Losers.
Manage risk like an actuary, not like a portfolio manager.
Invest with the power of probabilities.
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You can read more about ERF here
The website you are accessing is created and maintained by another entity. We make no representation or warranty with respect to the information contained on the site or that it is appropriate in all jurisdictions or countries, or for use by all investors or counterparties. By providing this link, we are not providing you with investment advice or offering securities for sale to you.
