New Age Alpha
Overview
New Age Alpha is an investment management firm based in Rye, New York, offering diverse investment products based on its proprietary h-factor methodology. The h-factor is a probability score used to identify underperforming stocks by combining actuarial science with data and technology. This disciplined and systematic approach is applied across all equity styles, capitalizations, regions, and fixed income, aiming to deliver exceptional outcomes for clients. The firm's investment strategies include equity, fixed income, multi-asset, and index products. They offer separately managed accounts, index licensing, and alternatives, with a focus on avoiding underperforming assets rather than selecting winners. This approach is designed to minimize risk and maximize potential returns. New Age Alpha also provides a direct and custom indexing platform called SPACE, which allows users to build and trade customized alpha or beta index strategies and generate client reports in one place. In June 2024, New Age Alpha announced an agreement to acquire Guggenheim Investments' actively managed equity funds business, including 21 mutual and variable insurance funds with approximately $2.6 billion in assets under management. This acquisition is expected to close in the fourth quarter of 2024, subject to shareholder and regulatory approvals. The firm's investment philosophy emphasizes using actuarial science, data, and technology to invest confidently, aiming to avoid speculation and deliver consistent results for clients.
Investment Focus
- Accredited investors
- Institutional investors
- High net worth individuals
Portfolio Companies
Reach New Age Alpha directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about New Age Alpha
What sectors does New Age Alpha invest in?
New Age Alpha invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Rye, United States. New Age Alpha is listed as a private investment firm in the ConnectSafely investor database.
What stage does New Age Alpha invest at?
New Age Alpha backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does New Age Alpha invest in?
New Age Alpha invests across United States.
Who are the partners at New Age Alpha?
Team members listed for New Age Alpha include Brian Sanders (VP, Business Development).
What companies has New Age Alpha invested in?
New Age Alpha's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
How do I contact New Age Alpha?
New Age Alpha's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
