SiAlpha™ is a quantitative investment system that helps investors make more money with less risk. The system has a proven track-record delivering an average annual net return of 37.2% over a 5-year period between 2010 to 2014 on our founder's stock portfolio. SiAlpha™ provides a safer, smarter way to invest in the stock market so you can sleep well at night. SiAlpha™ provides timely risk analysis of individual stocks and exchange traded funds (ETFs) to identify asymmetric (lower risk, higher reward) investment opportunities.
SiAlpha™ was born out of our founder's vision to help individual investors "never lose money" and earn above market returns under all market conditions. His research into the best money managers in the world introduced him to relatively unknown mathematician named James Simons (pictured below).
Simons used his "black box" quantitative models to launch an extraordinarily successful hedge fund firm called Renaissance Technologies LLC in 1989. The performance of his flagship fund was extraordinary with an average annualized return of 35% (net of fees) and over a twenty year period. He accomplished this with performance fees of 20-40% and no negative period returns in any calendar year! (see comparison chart with S&P 500 below)
To better appreciate the significance of consistently positive investment returns and avoidance of large drawdowns (losses) during market "crashes" such as in years 2002 and 2008, a one time investment of $150,000 in the Medallion fund in 1990 would have grown to a mind-boggling $300 million compared to just $732k if same amount was invested in the S&P500 index!
It's not easy but it is possible to make more money with less risk. Just like Simons and several other exceptional investment managers such as Ray Dalio of Bridgewater Associates, Dan Loeb of Third Point, David Tepper of Appaloosa Management, and of course the legendary Warren Buffett of Berkshire Hathaway, have consistently made above market returns with below market risk.
Research into the development, testing, and implementation of "Lower Risk, Higher Return" investment systems began in 2009 and live proprietary trading, testing and continous development commencing over the next five year period.
The resulting SiAlpha™ investment system incorporates financial, business, macro, sentiment, and technical data analysis to identify stocks with above average probability of price appreciation with below average probability of a price decline.
The investment results have been nothing but outstanding with an average annual return of 37.2% for the 5-year period from 2010 to 2014. Significantly outperforming the S&P 500 Index for a total compounded return of just under 500% compared to just 84% for the S&P 500 index during the period.
We are pleased to offer individual investors as well as professionals access to the proven SiAlpha™ investment and risk analytics with a suite of products and services including research subscription and on-demand stock research reports. Get more information and subscribe for free!