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 andcreate a smarter path forward.
New Age Alpha strategies are available through mutual funds, separately managed accounts (SMAs), model portfolios, index licensing, and our advisor platform, SPACE.
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 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 and build portfolios that don’t rely on prediction.
Available to institutional and high-net-worth investors, our SMAs are fully customizable and built with proprietary tax-aware strategies. Each portfolio applies actuarial logic to remove overpriced stocks, thereby helping investors reduce avoidable risk.
Our model portfolios offer a streamlined way to deliverh-factor strategies across different risk profiles. Each one is managed with a rules-based approach designed to avoid the losers, maintain discipline through changing markets, and stay aligned with client objectives.
Our model portfolios offer a streamlined way to deliver h-factor strategies across different risk profiles. Each one is managed with a rules-based approach designed to avoid the losers, maintain discipline through changing markets, and stay aligned with client objectives.
Custom or off-the-shelf indexes powered by the h-factor - rules-based, transparent, and designed to avoid the losers.
Our advisor-only platform lets you customize indexes and ETFs into tax-optimized SMAs. Powered by the h-factor, SPACE removes overpriced stocks and gives advisors access to over 120 strategies built to avoid the losers.
Asset Classes
We build diversified equity portfolios using fundamental analysis and actuarial science to remove overpriced stocks. 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. Applying our h-factor methodology to these portfolios lowers exposure to overpriced assets.
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. By focusing on fundamentals and behavioral risk, we aim to avoid the losers on both sides of the trade.
Delivered through our SPACE platform, these strategies integrate tax considerations into every stage of portfolio construction, thereby helping clients improve after-tax returns without compromising investment discipline.
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