We follow a rules-based stock selection process that removes overpriced stocks—the companies most likely to fail to deliver the revenue growth implied by their stock price.
Our approach applies actuarial logic, data, and a disciplined approach to remove human bias from portfolio construction and create a smarter path forward.
New Age Alpha strategies are available through mutual funds, the h-factor system™, separately managed accounts (SMAs), index licensing, and model portfolios.
Each is powered by the same disciplined process:
Identify the overpriced stocks, avoid the losers, and build portfolios on a foundation of actuarial science.
Our actively managed mutual and variable insurance funds are designed to deliver differentiated results.
Our actively managed mutual and variable insurance funds are designed to deliver differentiated results.
They apply the h-factor to avoid overpriced stocks across asset classes and styles.
Designed to reduce risk that others overlook, they aim to avoid the losers caused by human behavior
and build portfolios that don’t rely on prediction.
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The h-factor® system delivers two solutions: one to measure and avoid the losers that you can apply to your portfolios.
The h-factor® system delivers two solutions: one to measure and avoid the losers
that you can apply to your portfolios.
And one to build custom strategies powered by the h-factor.
Available to institutional and high-net-worth investors seeking customized portfolio solutions.
Our separately managed accounts offer customized portfolio solutions. Each SMA applies the h-factor methodology to build portfolios tailored to specific investment objectives and risk parameters.
Read moreCustom or off-the-shelf indexes powered by the h-factor methodology.
Custom or off-the-shelf indexes powered by the h-factor methodology.
License our proprietary indexes across equity, fixed income,
and multi-asset categories for use in ETFs, structured products, or benchmarking.
Our model portfolios offer a streamlined way to deliver disciplined, h-factor-driven investing.
Our model portfolios offer a streamlined way to deliver h-factor strategies across different risk profiles. Each one is managed using a disciplined, rules-based approach. Our model portfolios are designed to avoid the losers, and operate through changing markets, and ensure alignment with client objectives.
Read moreAsset Classes
We build equity portfolios using fundamental analysis and actuarial science that aim to remove the losers caused by human behavior.
We build equity portfolios using fundamental analysis and actuarial science
that aim to remove the losers caused by human behavior.
Our proprietary h-factor methodology helps you avoid the stocks that our model shows
may fail to deliver the growth indicated by their share price.
Our multi-asset portfolios combine stocks, bonds, cash, commodities, and alternatives to support outcomes like growth, income, or reduced volatility.
Our multi-asset portfolios combine stocks, bonds, cash, commodities, and alternatives
to support outcomes like growth, income, or reduced volatility.
Applying our h-factor methodology to these portfolios we aim to lower exposure to overpriced assets.
We offer fixed income strategies across the risk spectrum, including corporate investment-grade and high-yield bonds.
We offer fixed income strategies across the risk spectrum, including corporate investment-grade and high-yield bonds.
Our process combines disciplined portfolio construction with ongoing risk and performance evaluation
across geographies and liquidity tiers.
We offer long/short and market-neutral equity strategies designed to capture mispricing across different market environments.
We offer long/short and market-neutral equity strategies designed to capture
mispricing across different market environments.
By focusing on fundamentals and behavioral risk, we aim to avoid the losers
on both sides of the trade.
Delivered through the h-factor system™, these strategies integrate tax considerations into every stage of portfolio construction.
Delivered through the h-factor system™, these strategies integrate tax considerations into every stage of portfolio construction, thereby seeking to help clients improve after-tax returns without compromising investment discipline.
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