Moneyball Investing: Avoiding the Losers in a Portfolio

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Speakers

Andy Kern, PhD
Senior Portfolio Manager
New Age Alpha

Andy serves as senior portfolio manager of New Age Alpha Long Short. He is also responsible for New Age Alpha's research initiatives, including historical and ongoing analysis of the H-FactorTM investment methodology. This involves adapting, testing and applying findings from academic finance literature to continually improve the company’s strategies.

Prior to New Age Alpha, Andy was Vice President at Guggenheim Transparent Value. His research helped refine and improve the firm’s proprietary “Required Business Performance (RBP)” investment process by incorporating innovative econometric techniques. He also assisted with marketing efforts, supported the external sales force, and produced content for investor and external stakeholder communications.

Andy served on the faculty of the Trulaske College of Business at the University of Missouri and his research has been published in the Journal of Financial and Quantitative Analysis. He holds an MBA and PhD in finance from the University of Missouri.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.