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.

Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Apr 19, 2021 10:28:05 AM 6 min read

IBM Insight — Can IBM Deliver?

As we consider any stock, growth is always the key. In the case of IBM, many believe that ...
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Julian Koski, Co-Founder and Chief Investment Officer, New Age Alpha Apr 15, 2021 1:55:40 PM 6 min read

Facebook Insight — Can Facebook Deliver?

Unlike other companies we’ve covered recently in these Insights, such as Delta or ...
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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 ...
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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 ...
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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 ...
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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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Matthew Waterman, Investment Writer, New Age Alpha Jul 31, 2020 7:17:00 AM 11 min read

Alphabet Inc C (GOOG) Searching for Growth

Inside This Report: The H-Factor System methodically identifies, measures and avoids ...
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Matthew Waterman, Investment Writer, New Age Alpha Jun 30, 2020 7:30:00 AM 11 min read

Boeing Co (BA) Flying Off the Charts or Grounded in Reality?

Inside This Report:
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Matthew Waterman, Investment Writer, New Age Alpha Jun 29, 2020 7:20:00 AM 8 min read

Chipotle (CMG): An Investment Roller Coaster with Extra Guacamole

To say the trajectory of the Chipotle (CMG) stock price has been a roller coaster is to ...
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Matthew Waterman, Investment Writer, New Age Alpha Apr 24, 2020 7:22:00 AM 8 min read

High Yield Energy Sector Meltdown: Fear and Loathing in Oil and Gas

“Every now and then when your life gets complicated and the weasels start closing in, the ...
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Konstantin Tourevski, CFA, Head of Fixed Income Mar 12, 2020 7:00:00 AM 5 min read

Frontier Communications (FTR): Has Their Cord Been Cut?

Technological innovation is creating both opportunities and hazards across nearly all ...
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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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