Blog

Combining actuarial science practices with a digital approach to measure the risk of irrational investor behavior in investment securities.

It's Human Behavior!

This 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.

Noise and Bias in Your Investment Portfolio

Matthew Waterman, Investment Writer, New Age Alpha May 23, 2022 3:48:34 PM 9 min read
In Daniel Kahneman’s book, Noise: A Flaw in Human Judgement, Mr. Kahneman uses a ...
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Growth, Growing and Grown Ups: Mature Investment in a Rising Rate World

Matthew Waterman, Investment Writer, New Age Alpha May 2, 2022 11:59:18 AM 7 min read
It may sound like a bad joke: “What do prisoners, senior citizens and market investors ...
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The Arithmetic of Asymmetry

Andy Kern, Senior Portfolio Manager, New Age Alpha Mar 2, 2022 2:00:43 PM 9 min read
Anyone who has played a casual game of darts, say, at a bar or in the basement, knows an ...
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Episode 2: Using Probabilities to Avoid the Losers in Your Portfolio

Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Mar 1, 2022 1:20:47 PM 4 min read
The world’s greatest company is unlikely to be a good investment if you pay the wrong ...
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Moneyball Investing: The Real Reason Swinging for the Fences is Bad for Your Portfolio

Matthew Waterman, Investment Writer, New Age Alpha Jan 26, 2022 10:32:48 AM 8 min read
One of the more iconic scenes in the movie, Moneyball, involves the baseball scouts ...
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CIO Outlook: Q4 2021

Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Jan 19, 2022 10:40:06 AM 11 min read
As we close out 2021, it feels as if the ground beneath the financial markets has begun ...
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Maybe Listen to the Outsider? He Sees Risks Differently

Matthew Waterman, Investment Writer, New Age Alpha Nov 17, 2021 1:47:52 PM 8 min read
Ahmed Zayat was ready to sell. 152 one-year old horses were set to go to auction and ...
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Investment Odds - Know the Number

Matthew Waterman, Investment Writer, New Age Alpha Nov 4, 2021 11:21:01 AM 9 min read
In Iceland, there is a sign near one of its famed hot springs that announces, “You are ...
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CIO Outlook: Q3 2021

Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Nov 2, 2021 11:48:54 AM 15 min read
The first quarter of 2021 showed us the market was no longer buffeted strictly by ...
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Compression in the High Yield Market: What do Diamonds and Investing Have in Common?

Konstantin Tourevski, CFA, Head of Fixed Income Oct 8, 2021 9:14:13 AM 6 min read
Like investing itself, there seems to be a lot of misinformation circulating about ...
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In Both Football and the Market…What You Don’t Know WILL Hurt You

Matthew Waterman, Investment Writer, New Age Alpha Sep 16, 2021 11:55:53 AM 8 min read
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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Rising Rates, Rising Stock Prices, and the Juiced Baseball

Andy Kern, Senior Portfolio Manager, New Age Alpha Jun 30, 2021 2:53:31 PM 10 min read
The prospect of higher interest rates has many investors concerned. It should. Since at ...
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