Alpha Theory is a financial services startup based in the United States, founded in 2006. The company's slogan, "Investment management platform designed to help fundamental managers Be Better," encapsulates its mission to improve portfolio management for investment managers. Alpha Theory offers a platform to optimize idea quality and position size correlation while adhering to risk and exposure constraints.
Founded by a fundamental hedge fund analyst, Alpha Theory aims to translate high-quality research into a high-quality portfolio. It has become a leading portfolio management and decision process improvement platform for global investment managers, with over $100B in assets being managed on the platform. The company's approach involves providing investment teams with a framework to leverage their research and outside data streams effectively, allowing them to identify uncaptured alpha in real-time to drive performance.
The company's expertise extends to working with experienced process improvement experts and data scientists who offer data-driven insights to optimize performance. In its last investment round on 12 February 2016, Alpha Theory secured a $350.00K Venture Round investment. While the specific investors for this round are not disclosed, the company continues to make strides in revolutionizing investment management through its innovative platform and holistic approach.