Alpha Vee CEO Leigh Eichel explains how their platform uses AI, deep fundamental and quantitative research, custom direct indexing and risk-management tools to deliver innovative portfolio strategies.

A strategy to empower you with unique investment research that combines the potential for solid returns with prudent systematic risk management

In this special episode of the NAAIM Confidential Podcast, host Ryan Redfern with Shadowridge Asset Management welcomes speaker Leigh Eichel from Alpha Vee Solutions for an insightful conversation. Join them as they dive into exclusive investment insights and discuss strategies to navigate today’s complex financial markets.
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Ryan and Leigh explore a wide array of topics, from current market trends to innovative investment approaches. Whether you’re a seasoned investor or just starting out, this episode provides valuable knowledge to help you make informed decisions and achieve your financial goals.

Alpha Vee's CEO, Leigh Eichel, presents our risk managed strategies

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“Management is doing things right; leadership is doing the right things.”The legendary management consultant, educator, and author Peter Drucker helped coin this now well-known phrase. And since we all want to be investment leaders rather than mere investment managers, we should look for ways of doing the right things for our portfolios.That’s where sector priority comes into play. Our crazy Mr. Market, with his mood swings and split personality, does have a sense of priority, though it’s often misunderstood. He favors different sectors at different times.The question is: How do we decipher what Mr. Market’s priorities are at any given moment?Read the article on the CFA Institute website : CFA Institute

Over the last decade, the Smart Beta ETF industry has become one of the most exciting investment trends. With more than 1000 ETFs, managing above $800B in the US alone, new tools must be constantly developed to improve performance, reduce volatility and control risk. We, at Alpha Vee, have been leading the development and refining unique dynamic strategies using fundamental global indicators. These indicators have been proven and have provided significant advantages for smart beta ETFs. The indicators, based on a large body of historical data, provide grading for the market as a whole as well as for individual sectors. When added to a solid multi-sector-multi-factor (MSMF) strategy, the result is compelling. In this paper we will review such an index and dissect its performance over the last 3 years, through various market up and down events.

Market risk is undoubtedly the most significant risk component for the equity investor. When the market falls, almost everything dives with it. When it rises, it pulls up some bad apples as well. The savvy investor should recognize this reality and act according to the famous quote by Warren Buffett: “look at market fluctuations as your friend rather than your enemy”. Naturally, this is easier said than done, but with recently introduced data driven tools, this daunting task can become more manageable and disciplined.

Stock Selection risk can be defined as the probability that the return of a portfolio composed of individual stocks will be worse from an expected benchmark. Historically, this type of risk has been the one most commonly considered by investors. Modern investment tools, such as ETFs that follow the benchmark index, can now neuter this risk and let the investor concentrate on sector and market risks only (discussed in previous articles in this series).