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Algert Global LLC is a systematic asset manager leveraging modern data science and machine learning to generate differentiated alpha for our clients.

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About

Strategies

Capabilities

Leadership

Contact

Careers

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Based in San Francisco, California

About Us

Algert Global LLC was co-founded by Peter Algert in 2002 and today manages $6.2 billion of capital for institutional investors. We are a systematic equity investment firm that invests globally in public equites across long only, active extension and absolute return strategies. The firm was co-founded in 2002 by Peter Algert, former Head of Research for Barclays Global Investors (BGI) global stock selection strategies.

$6.2B

We manage $6.2 billion of capital for institutional investors

* As of 9/30/2024

2002

We have over 21 years of experience serving our investors

100%

We are 100% employee owned

Strategy

We apply modern data science tools to an expansive set of traditional and alternative data sets, with the goal of generating attractive returns.

Relative Attractiveness

Our process combines features from traditional and unstructured data to ranks stock relative attractiveness.

Wisdom of the Crowds

Ensemble methods harness the power of multiple models, each casting their vote, to produce more accurate and less biased forecasts. Effectively smoothing out individual noise.

Model Evolution Over Time

Our data-driven investment approach adapts and evolves with the market environment.

Investment Capabilities

Our proprietary stock forecasts dating back to 2003, cover over 12,000 public equities which allows us to customize strategies across countries, regions, cap ranges and risk targets.

Equity Extension

Our Equity Extension strategies are designed for investors seeking higher risk and return targets while still delivering beta 1 versus a benchmark. Extension strategies are expected to achieve higher information ratios as a result of being able to exploit inefficiencies on both the long and short side.

Strategies Offered

  • Europe Equity Extension (150/50)
  • World Equity Extension (150/50)

Long Only Equity

These strategies seek to deliver attractive risk adjusted returns relative to their benchmarks while exhibiting low exposure to systematic risk premia.

Strategies Offered

  • US Small Cap
  • International Small Cap
  • World Small Cap
  • Country Specific Portfolios

Absolute Return

The Global Equity Market Neutral strategy seeks to deliver positive absolute returns that are independent of global equity markets. The strategy seeks to extract returns from markets across multiple regions, countries and market capitalization-ranges.

Strategies Offered

  • Global Equity Market Neutral
custom strategies are also available

Leadership

Peter Algert, Ph.D.

CEO/CIO

Peter oversees the investment team at Algert Global and serves as both Chief Investment Officer and Chief Executive Officer. Prior to the founding of the firm in 2002, Peter was a Managing Director at Barclays Global Investors (BGI) and served as the Global Head of Research for their stock selection strategies. Before joining BGI, Peter was a Director at KMV Corporation where he worked in the areas of empirical modelling and management of credit risk. He holds a Ph.D. from U.C. Berkeley’s Haas School of Business with a concentration in Finance and has served as an assistant professor at U.C. Davis as well as a visiting scholar at the Securities and Exchange Commission. Peter earned a B.A. in Economics from the University of California, Santa Cruz.

Ryan LaFond, Ph.D.

Deputy CIO

Ryan serves as the Firm's Deputy CIO. Prior to re-joining Algert Global in 2016, Ryan was a Managing Director and Head of Research for Asia Pacific and Emerging Markets within BlackRock’s Scientific Active Equity team. His service at BlackRock dates back to 2008, including his tenure at Barclays Global Investors (BGI). Ryan began his career as an assistant professor at Massachusetts Institute ofTechnology's Sloan School of Management. Ryan earned a BBA degree and Ph.D. with a concentration in Accounting, both from the University of Wisconsin.

Contact Us

Phone

(415) 675-7300

Address

101 California Street, Suite 3240
San Francisco, CA 94111

Email

contact@algertglobal.com

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