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There is a risk that investors are not aware of, that lurks in their portfolios. A risk that they’re not being rewarded for taking, that leads to loss and cannot be diversified away.

It's Human Behavior!

The Library is a collection of our investing insights, investment research and podcasts examining the risk caused by human behavior and its impact on an investor’s portfolio.

Research

Research papers and Whitepapers featuring deep dives into our Human Factor philosophy and process.

Investing Insights

Case Studies and Insights highlighting specific, companies and events involving the risk of human behavior.

Our Perspective

Blogs, anecdotes and opinion pieces sharing our views on human behavior and the many ways it impacts society and your portfolio.

Matthew Waterman, Investment Writer, New Age Alpha Sep 16, 2021 11:55:53 AM 8 min read

In Both Football and the Market…What You Don’t Know WILL Hurt You

If one thing in life is true, it’s that what you don’t know WILL hurt you. Just ask that ...
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Andy Kern, Senior Portfolio Manager, New Age Alpha Jun 30, 2021 2:53:31 PM 10 min read

Rising Rates, Rising Stock Prices, and the Juiced Baseball

The prospect of higher interest rates has many investors concerned. It should. Since at ...
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Matthew Waterman, Investment Writer, New Age Alpha Jun 10, 2021 1:02:45 PM 9 min read

The Investment Odds Don’t Need to be Stacked Against You

Imagine you’re sitting, minding your own business, and your buddy, Louie, shoulders up to ...
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Andy Kern, Senior Portfolio Manager, New Age Alpha May 18, 2021 1:02:23 PM 8 min read

Valuation Trepidation: There IS a better way to approach stock prices.

What drives the value of a stock? When someone gets behind the wheel of a car for a long ...
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Matthew Waterman, Investment Writer, New Age Alpha May 10, 2021 9:36:09 AM 8 min read

Probabilities in Investment Management…and Low Earth Orbit

While the Kessler Syndrome, or Kessler Effect, isn’t spoken of widely in social circles, ...
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Konstantin Tourevski, CFA, Head of Fixed Income Apr 29, 2021 12:34:45 PM 8 min read

High Yield, Low Yields, and My Dear Aunt Sally

Leave it to Facebook and Twitter to make math controversial. While much on social media ...
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Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Apr 28, 2021 2:37:21 PM 9 min read

Is the Gamification of the Stock Market Impacting your Investment Portfolio?

  In most instances, the act of buying and selling results in two reasonably content ...
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Konstantin Tourevski, CFA, Head of Fixed Income Apr 27, 2021 9:35:22 AM 12 min read

Human Factor in High Yield - Evaluating Human Factor Methodology in High Yield Corporate Bond Investing

Abstract Prices of securities are affected by human behavior. This creates a risk that ...
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Andy Kern, Senior Portfolio Manager, New Age Alpha Apr 26, 2021 9:49:48 AM 11 min read

The Investor’s Portfolio vs The Gambler’s Portfolio

In August of 1913 something remarkable happened at the famed Monte Carlo Casino in ...
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Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Apr 19, 2021 1:11:27 PM 13 min read

CIO Outlook: Q1 2021

There are two types of information that impact stock prices. The first is the clear and ...
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Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Apr 19, 2021 10:28:05 AM 6 min read

IBM Insight — Can IBM Deliver?

As we consider any stock, growth is always the key. In the case of IBM, many believe that ...
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Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Apr 15, 2021 1:55:40 PM 6 min read

Facebook Insight — Can Facebook Deliver?

Unlike other companies we’ve covered recently in these Insights, such as Delta or ...
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