Factor-Based Investing


Moneyball Investing: Avoiding the Losers in a Portfolio

If you’ve read the book or seen the movie, Moneyball, you may be familiar with the story of Billy Beane and how he and the Oakland A’s revolutionized sports management. By focusing on data rather than the ‘gut feelings’ felt by his scouts, he re-defined what ‘success’ meant in MLB. Now imagine those techniques applied to portfolio management.

Rather than relying on the ‘gut feelings’ of portfolio managers and research analysts, New Age Alpha has re-engineered active stock selection in the same way. Using a systematic and repeatable investment process that aims to avoid the losers rather than pick the winners New Age Alpha aims to deliver better returns with less risk.

New Age Alpha’s goal is to form long-term partnerships by helping advisors build their practice. We recognize the importance of showing your clients something they’ve never seen before. Our methodology and hands-on tool enrich the experience for both client and advisor by easily communicating how a portfolio can benefit from avoiding the losers.


Richard Bernstein: Valuations Matter and How to Reposition Allocations

Concerns around high equity valuations and rising asset prices are finally manifesting. In this webinar, Richard Bernstein will examine the critical shift in the markets - focusing on the anti-tech trade, cyclicals, consumer staples and other areas where RBA is finding opportunities and isolating risks.

At Richard Bernstein Advisors (RBA) we employ a disciplined, top-down approach – we generate alpha by uncovering global investment styles and themes where we believe there are disparities between fundamentals and sentiment. And in current markets, disparities are large.

We seek to beat the market through individual stock selection. We are focused on fundamentals – with particular emphasis on corporate profit cycles rather than economic cycles.

Mr. Bernstein, CEO/CIO of RBA will be addressing key areas that will be important for you and your clients:

  • How to protect and reposition your portfolio from market bubbles & risks
  • Inflation, economic growth expectations and market implications in 2022
  • How RBA is uniquely positioned for the current changing market environment.
  • Why Pactive® management is particularly necessary for today’s market
  • Our new offering – A One-Stop Core ESG Solution