Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Feb 3, 2021 1:46:41 PM 4 min read Podcast

Episode 1: An Intro to New Age Alpha

The world’s greatest company is unlikely to be a good investment if you pay the wrong price for it. But how do you know if you paid the right price? Covering investing topics ranging from human behavior and its impact on stock prices to gambling and stock-specific risk, the New Age Alpha podcast provides listeners with a different approach to portfolio and risk management.

Episode 1: An Intro to New Age Alpha

There is a risk inside your portfolio that you are unaware of that leads to loss and you don’t get paid for taking it. Unlike firm specific risk, this idiosyncratic risk may impact stock prices and it cannot be diversified away. This risk occurs when humans impound vague or ambiguous information into stock prices which may lead to over pricing and loss. In this episode, New Age Alpha’s CIO, Julian Koski joins Senior Portfolio Manager, Andy Kern to discuss how New Age Alpha’s actuarial approach to risk management aims to help investors identify and mitigate this risk to achieve better portfolio outcomes.

 

 

 

Disclosures

New Age Alpha refers to the New Age Alpha separate but affiliated entities, generally, rather than to one particular entity. These entities are New Age Alpha LLC and New Age Alpha Advisors, LLC (“New Age Alpha Advisors”). Investment advice is offered through New Age Alpha Advisors, LLC a wholly owned subsidiary of New Age Alpha LLC.

New Age Alpha Advisors is an investment advisor registered with the U.S. Securities and Exchange Commission. New Age Alpha Advisors, located in the State of New York, only transacts business in those states in which it is properly registered or qualifies for an applicable exemption or exclusion from such state’s registration requirements.

This presentation is provided by New Age Alpha Advisors for informational purposes as of the date noted only and may not be reproduced, distributed or published without the written consent of New Age Alpha LLC. Additional information about New Age Alpha LLC and New Age Alpha Advisors, LLC may be found at www.newagealpha.com. This presentation is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice. New Age Alpha takes reasonable steps to provide up-to-date, accurate and reliable information, and believes the information to be so when provided. Past performance is no guarantee of future results. Interest rates, market conditions, tax rulings and other investment factors are subject to rapid change which may materially impact analysis that is included in this presentation and document. You should consult with your advisor before taking any action based upon the information contained in this document and presentation.

Any investment and economic outlook information contained in this presentation and report has been compiled by New Age Alpha from various sources. Information obtained from third parties is believed to be reliable, but no representation or warranty, express or implied, is made by New Age Alpha, its affiliates or any other person as to its accuracy, completeness or correctness. New Age Alpha assumes no responsibility for any errors or omissions.

All opinions and estimates contained in this report constitute New Age Alpha’s judgment as of the indicated date of the information, are subject to change without notice and are provided in good faith but without legal responsibility.

A note on forward-looking statements:

This report may contain forward-looking statements about future performance, strategies or prospects, and possible future action. The words "may," "could," "should," "would," "suspect," "outlook," "believe," "plan," "anticipate," "estimate," "expect," "intend," "forecast," "objective" and similar expressions are intended to identify forward-looking statements. Forward-looking statements are not guarantees of future performance. Forward-looking statements involve inherent risks and uncertainties about general economic factors, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. We caution you not to place undue reliance on these statements as a number of important factors could cause actual events or results to differ materially from those expressed or implied in any forward-looking statement. These factors include, but are not limited to, general economic, political and market factors in the United States and internationally, interest and foreign exchange rates, global equity and capital markets, business competition, technological changes, changes in laws and regulations, judicial or regulatory judgments, legal proceedings and catastrophic events, including but not limited to the ongoing Covid-19 pandemic. The above list of important factors that may affect future results is not exhaustive. Before making any investment decisions, we encourage you to consider these and other factors carefully. All opinions contained in forward-looking statements are subject to change without notice and are provided in good faith but without legal responsibility.

All New Age Alpha trademarks are owned by New Age Alpha LLC.

© New Age Alpha LLC, 2021

 

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