CEO Peter Algert established the firm with the goal of becoming recognized as "best-in-class" in systematic active equity investing. Founded in 2002 and 100% employee-owned, Algert Global focuses on managing global absolute return and active long-only strategies for both institutional and private investors.  The core investment team has worked together since 2004 and each member can demonstrate a deep academic background in quantitative investing.  Prior to creating Algert Global, Peter served as the Global Head of Research for Barclays Global Investors' stock selection strategies.


We believe there are inefficiencies in global equity markets that result from the behavioral biases of human market participants and are best exploited by a quantitative and repeatable investment process.

Our process utilizes three manifestations of market inefficiencies in conjunction with one another to develop a single conviction (alpha score) on every stock in our investment universe.


We employ a systematic, fundamental investment process to derive a proprietary stock ranking for each company within our respective investment universe.

  • The Alpha Scores represent our view of the attractiveness of the company relative to its industry peers
  • Our stock rankings are updated every day through seven distinct regional modeling processes that run around the clock
  • Hundreds of daily processes accumulate and store new information from our numerous data sources and re-estimate our ranking for each stock in our universe

Using the updated stock rankings, our portfolios are automatically optimized and a prospective trade list is generated, reviewed and approved by a model manager prior to submitting to the market for execution.  We implement these ideas systematically, removing emotion from any buy and sell decisions.


Risk management is intrinsically part of our investment process.  Every signal we produce is “neutralized” to the key risk factors we wish to manage: e.g. beta, countries, industries, and size. Our final stock ranking is designed to be free from any bias or tendency to overweight or underweight these risk factors.

In addition, our portfolio construction and trading process overlays several additional risk management controls:


  • We use an optimizer to build our portfolio from our stock score, risk exposures and covariances, and liquidity and transaction cost forecasts. The goal of the optimization is to maximize our portfolio’s exposure to our proprietary stock ranking without taking excessive risk to common factors for which we have no forecast
  • We bound positions according to both their proportion of the portfolio and their percentage of daily liquidity
  • Prior to trading, the model manager reviews the trade list for any news that might have invalidated the stock ranking for a given stock (e.g. an announced takeover). The model manager has limited discretion only to take risk “off the table” in these circumstances.


As a pioneer in quantitative equity modeling and portfolio construction, Algert Global invests heavily in data and the development of systems to analyze equities and manage portfolios.  We were data scientists long before the phrase became popular, and have built a highly scalable and efficient platform that leverages our team’s capabilities in research, risk modeling and portfolio management.  Over three hundred automated processes are managed each day to integrate data feeds from our vendors and update our models.














101 California Street

Suite 4225

San Francisco, CA 94111

(415) 675-7300



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