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.

avatar

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

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 ...
Start Reading

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 ...
Start Reading

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

Andy Kern, Senior Portfolio Manager, New Age Alpha May 18, 2021 1:02:23 PM 8 min read
What drives the value of a stock? When someone gets behind the wheel of a car for a long ...
Start Reading

The Investor’s Portfolio vs The Gambler’s Portfolio

Andy Kern, Senior Portfolio Manager, New Age Alpha Apr 26, 2021 9:49:48 AM 11 min read
In August of 1913 something remarkable happened at the famed Monte Carlo Casino in ...
Start Reading

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

Andy Kern, Senior Portfolio Manager, New Age Alpha Feb 2, 2021 10:05:44 AM 8 min read
Every day a new investment firm claims they are trailblazing the area that lies between ...
Start Reading

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

Andy Kern, Senior Portfolio Manager, New Age Alpha Jan 28, 2021 9:27:05 AM 7 min read
At New Age Alpha, we are reimagining the asset management industry by providing ETFs, ...
Start Reading

The New Age Alpha Investment Methodology

Andy Kern, Senior Portfolio Manager, New Age Alpha Jan 18, 2021 7:00:00 AM 17 min read
Learn to avoid the losers by taking an actuarial approach to stock selection. Stock ...
Start Reading

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

Andy Kern, Senior Portfolio Manager, New Age Alpha Jan 17, 2021 7:30:00 AM 22 min read
Abstract Popular ESG investment strategies have traditionally been at odds with ...
Start Reading

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

Andy Kern, Senior Portfolio Manager, New Age Alpha Feb 24, 2020 7:24:00 AM 5 min read
Salesforce.com, Inc. (CRM) has been one of the biggest growth stories of the past 10 ...
Start Reading

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

Andy Kern, Senior Portfolio Manager, New Age Alpha Jan 23, 2020 7:21:00 AM 5 min read
Not many $50 billion companies double in price in less than half of a year, yet that is ...
Start Reading