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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.

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Blog Post by Andy Kern, Senior Portfolio Manager, New Age Alpha

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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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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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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Andy Kern, Senior Portfolio Manager, New Age Alpha Feb 2, 2021 10:05:44 AM 8 min read

Factor Investing, Smart Beta, or the New Age Alpha Approach

Every day a new investment firm claims they are trailblazing the area that lies between ...
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Andy Kern, Senior Portfolio Manager, New Age Alpha Jan 28, 2021 9:27:05 AM 7 min read

Complementing a Portfolio Using New Age Alpha U.S. Large-Cap Leading 50 Index

At New Age Alpha, we are reimagining the asset management industry by providing ETFs, ...
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Andy Kern, Senior Portfolio Manager, New Age Alpha Jan 18, 2021 7:00:00 AM 17 min read

The New Age Alpha Investment Methodology

Learn to avoid the losers by taking an actuarial approach to stock selection. Stock ...
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Andy Kern, Senior Portfolio Manager, New Age Alpha Jan 17, 2021 7:30:00 AM 22 min read

New Age ESG Investing - Avoiding the losers: Environmental, Social, Governance AND Financial

Abstract Popular ESG investment strategies have traditionally been at odds with ...
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Andy Kern, Senior Portfolio Manager, New Age Alpha Feb 24, 2020 7:24:00 AM 5 min read

Salesforce (CRM) Stock: A Snowflake in a Market Flurry

Salesforce.com, Inc. (CRM) has been one of the biggest growth stories of the past 10 ...
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Andy Kern, Senior Portfolio Manager, New Age Alpha Jan 23, 2020 7:21:00 AM 5 min read

Tesla (TSLA) Stock: Headed for Mars or a Hard Landing?

Not many $50 billion companies double in price in less than half of a year, yet that is ...
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