Alpha Theory Information

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. Alpha Theory is a leading portfolio management and decision process improvement platform for global investment managers. It gives investment teams a framework to fully leverage their research and outside data streams to efficiently size positions and identify uncaptured alpha in real-time to drive performance. Alpha Theory clients work hand-in-hand with an experienced team of process improvement experts and have access to specialized data scientists who provide data-driven insights to optimize performance. Today, over $100B in assets are managed on the platform. For more information, please visit www.alphatheory.com.