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.

Matthew Waterman, Investment Writer, New Age Alpha Nov 17, 2021 1:47:52 PM 8 min read

Maybe Listen to the Outsider? He Sees Risks Differently

Ahmed Zayat was ready to sell. 152 one-year old horses were set to go to auction and ...
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Matthew Waterman, Investment Writer, New Age Alpha Nov 4, 2021 11:21:01 AM 9 min read

Investment Odds - Know the Number

The biggest problem with Wall Street? Everyone is too busy pricing the upside without ...
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Konstantin Tourevski, CFA, Head of Fixed Income Oct 8, 2021 9:14:13 AM 6 min read

Compression in the High Yield Market: What do Diamonds and Investing Have in Common?

Like investing itself, there seems to be a lot of misinformation circulating about ...
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Matthew Waterman, Investment Writer, New Age Alpha Sep 16, 2021 11:55:53 AM 8 min read

In Both Football and the Market…What You Don’t Know WILL Hurt You

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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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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Matthew Waterman, Investment Writer, New Age Alpha Jun 10, 2021 1:02:45 PM 9 min read

The Investment Odds Don’t Need to be Stacked Against You

Imagine you’re sitting, minding your own business, and your buddy, Louie, shoulders up to ...
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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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Matthew Waterman, Investment Writer, New Age Alpha May 10, 2021 9:36:09 AM 8 min read

Probabilities in Investment Management…and Low Earth Orbit

While the Kessler Syndrome, or Kessler Effect, isn’t spoken of widely in social circles, ...
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Konstantin Tourevski, CFA, Head of Fixed Income Apr 29, 2021 12:34:45 PM 8 min read

High Yield, Low Yields, and My Dear Aunt Sally

Leave it to Facebook and Twitter to make math controversial. While much on social media ...
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Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Apr 28, 2021 2:37:21 PM 9 min read

Is the Gamification of the Stock Market Impacting your Investment Portfolio?

  In most instances, the act of buying and selling results in two reasonably content ...
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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, ...
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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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