Access to Opportunity
Alpha Innovations (AI) is an unique asset management platform designed to provide uncommonly attractive investment options for investors seeking the creation and preservation of strong returns.
The AI platform is comprised of a diverse array of investment strategies managed by who we believe are best-in-breed portfolio managers, meticulously selected or custom-designed to extract alpha from investments strategies.
With thousands of fund managers globally pursuing increasingly complex strategies, identifying talented managers capable of delivering strong, persistent returns is challenging. The AI team includes professionals from leading financial institutions such as Goldman Sachs, Citi, OMERS, and Point72, with extensive experience both investing at premier firms and building portfolios of high-quality asset managers. Alpha Innovations applies this expertise across single- and multi-strategy managed accounts and fund products.
Alpha Innovations Ltd. is a SEC Registered Investment Adviser (CRD #300529 / SEC #801-136077) and is registered with the Bermuda Monetary Authority as a Class B Registered Person.
Explore What We Are Doing Differently
Generating returns is becoming increasingly difficult. Learn how we create value for our investors.
Generating returns is becoming increasingly difficult. Learn how we create value for our investors....
Brass Tacks
A portfolio manager's value rests in his/her ability to generate and preserve returns independent of broader market performance, known as alpha. Investors can attain market returns (beta) for free. Managers are only earning their keep if they're producing alpha, and those are the only kind of managers we target.
Scarcity of Alpha
With behemoth investment firms combing the broad market for opportunities, competition is fierce. At Alpha Innovations, we focus on niche strategies and markets, where there is less competition. Uncovering these opportunities requires a great deal of work, but that is a key piece of the Alpha Innovations value proposition.
Access to Niche Managers
Both empirical research and our own experience have shown that smaller investment managers generate more alpha, but many are uninvestible as they lack the necessary infrastructure. The AI platform provides the required scaffolding around these managers to make their returns accessible to our sophisticated investors.
Solving the Industry's Legacy Problems
Beyond deep experience in accessing investment talent, the AI team has been strategically assembled to have the depth of knowledge and experience required to create solutions for asset management's legacy problems.
AI's products are custom-engineered to solve the issues which make investing in traditional asset management funds unappealing to sophisticated investors, including:
- Uncompelling performance
- Lack of custody and control of assets
- Inadequate transparency
- Layering of fees
- Embedded market beta and fees on that beta
- Excessive 3rd party fees
- Lackluster risk management and oversight
- Fund governance issues