0 min read

Error: invalid post id

Start Reading

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.

Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Apr 15, 2021 1:50:22 PM 6 min read

Delta Insight — Can Delta Deliver?

While virtually every area of the economy was affected by the pandemic, many would argue ...
Start Reading
Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Mar 26, 2021 12:42:47 PM 12 min read

If RIAs Aren’t the Bad Guys, Who Are?

In most movies, it’s not hard to spot the villain. After the obligatory introduction of ...
Start Reading
Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Mar 15, 2021 1:05:13 PM 10 min read

Tesla: Can it Continue to Soar?

Go ahead and guess what the following describes: A devoted following so intense that fans ...
Start Reading
Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Mar 9, 2021 3:44:18 PM 5 min read

FedEx Insight — Can FedEx Deliver ?

When it absolutely, positively has to be there…but not necessarily overnight. That seemed ...
Start Reading
Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Feb 12, 2021 7:16:39 AM 7 min read

Company News

Reuters TV - Investors in South African equities should choose wisely following unrest ...
Start Reading
Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Feb 9, 2021 2:16:00 PM 10 min read

How Do You Navigate Investment Risk When the Maps are all Wrong?

Now that stock market investing has become a subject for dinner table conversation, ...
Start Reading
Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Feb 3, 2021 1:46:41 PM 4 min read

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 ...
Start Reading
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 ...
Start Reading
Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Feb 2, 2021 10:03:11 AM 9 min read

Democratization of Information: Too Much of a Good Thing?

Be honest: have you ever read the Terms and Conditions page on WebMD? If you had, you ...
Start Reading
Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Jan 29, 2021 2:40:43 PM 6 min read

Let GameStop Ruin Someone Else’s Portfolio

Options—they’re all the rage now. A short squeeze frenzy in stocks such as GameStop ...
Start Reading
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, ...
Start Reading
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 ...
Start Reading