Moneyball Investing: Avoiding the Losers in a Portfolio

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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.

This presentation will cover:

• The Moneyball approach to investing and how it can benefit your clients’ portfolios.

• The hidden risk of human behavior in a portfolio that investors are not compensated for taking.
• The failure of traditional asset management and its understanding to risk.

 CC: NAA10274 | SKU: 10142

Pending Approval for 1 hour CE:
CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, 
CAP®. The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

Andy Kern, PhD
Senior Portfolio Manager
New Age Alpha

Andy serves as senior portfolio manager of New Age Alpha Long Short. He is also responsible for New Age Alpha's research initiatives, including historical and ongoing analysis of the H-FactorTM investment methodology. This involves adapting, testing and applying findings from academic finance literature to continually improve the company’s strategies.

Prior to New Age Alpha, Andy was Vice President at Guggenheim Transparent Value. His research helped refine and improve the firm’s proprietary “Required Business Performance (RBP)” investment process by incorporating innovative econometric techniques. He also assisted with marketing efforts, supported the external sales force, and produced content for investor and external stakeholder communications.

Andy served on the faculty of the Trulaske College of Business at the University of Missouri and his research has been published in the Journal of Financial and Quantitative Analysis. He holds an MBA and PhD in finance from the University of Missouri.