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.

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.

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

A Hub for Your Data to Improve Cross-Team Collaboration

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

Position Sizing that Maximizes the Expected Return of Your Portfolio

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

Continually Identify Alpha Generating Opportunities

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

Identify Alpha-Generating Opportunities with Data-Driven Insights

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

Designed to help fundamental managers Be Better.
Lean into a repeatable investment approach that is proven to consistently capture alpha-generating opportunities.
We have almost two decades of experience empowering 300+ managers who have counted on our platform to enhance their investment process.
"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

SS&C
Omega Point
Morgan Stanley
J.P. Morgan
CenterBook Partners
Factset

Better Information for Better Investment Decisions

Probability-weighted Return
The Difference Between Probability and Confidence
Portfolio Strategy
Alpha Theory Stock Selection Index - Q1 Performance
Portfolio Strategy
Mauboussin: The Two Decision Aids that Fundamental Investors Should Use…But Often Don’t