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Consistently achieve
Higher Investment Returns
Become a part of the 10% of managers that outperform their benchmark.
Two decades helping managers Be Better
Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.
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Alpha Theory was built by a fundamental hedge fund analyst that wanted a better way to translate the firm’s high-quality research into a high-quality portfolio.
Two decades later, the results prove that better discipline leads to better returns.
How it Works
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Two Decades of Helping Managers Be Better
Portfolio management is the balancing act of ensuring idea quality and position size are highly correlated while adhering to risk and exposure constraints.
Alpha Theory was built by a fundamental hedge fund analyst that wanted a better way to translate the firm’s high-quality research into a high-quality portfolio.
Two decades later, the results prove that better discipline leads to better returns.
A Platform That Drives Performance
Centralize Data
Your data is your most valuable resource and all too often it remains siloed away in different systems. Centralize your research, position, risk, and third-party data to gain insights only available from data unification.
Make Better Decisions
Build a model that generates intuitive position sizing based on your custom rules that result in a portfolio with higher potential returns. Alpha Theory’s investment-process experts partner with fund managers to implement disciplined processes, ensuring your portfolio aligns with your research to produce empirically proven increased performance.
Reporting & Alerts
Real-time alerts, an interactive dashboard, and a team of data scientists combine to help you consistently make data-driven investment decisions to capture more alpha.
Insights that Drive Performance
Leverage a team of data scientists and investment-process experts tasked with analyzing your data, finding actionable insights, and creating process and behavior change to take advantage of those insights.
Why Alpha Theory
"Whether you are playing poker or managing a portfolio, decision making requires discipline, process, and thinking probabilistically. These facts are central to my books, my career, and to Alpha Theory. Every day you use Alpha Theory, you chose the path of discipline and process to increase your probability of better outcomes. In my experience, many understand the benefits, but few implement and stick with it. Congratulations on being one of the few!”
— Annie Duke, author of “How to Decide” and “Thinking in Bets” and World Series of Poker Champion
Your Data at Your Fingertips
Our flexible, centralized platform integrates with leading data providers, service providers, risk providers, and software, arming fund managers with information to make better investment decisions.
An Ecosystem Created For You
We are more than software. We are a community connecting process-oriented managers through events such as portfolio manager roundtables, book clubs, and more. Our community ranges from emerging managers to some of the top and most respected funds in the world.
Your Own Team of Experts
When you join Alpha Theory, you gain your own team of process-improvement experts, data scientists, and technology engineers that you can leverage to gain efficiency and improve your investment decision making, helping you Be Better.
