Investment Perspective

The philosophy that guides AlphaBeta's Asset Management
AlphaBeta's unique investment perspective embraces the field of quantitative investment management, and places financial science as the top criteria for the successful management of its clients' portfolios.

Investment Philosophy

In order to manage its clients' assets in an effective way, AlphaBeta relies on the following key principles:

Practical Science

The decision-making in our client portfolios is based on academic studies by the best finance researchers in the world. AlphaBeta tests and implements these academic studies with the help of "Alpha Access", a unique system it developed. The us of proven science aims to produce better results over time, and minimize psychological biases.

Global Diversification

Global diversification aims to reduce investors' risk and increases expected risk-adjusted return. As of today, the company is active in ~20 different markets globally, and is constantly looking to expand our investments to other countries.

Risk Management

AlphaBeta implements advanced strategies with low correlations in about 20 international markets. In doing so, it aims to generate superior diversification and risk-adjusted returns.

Achieving High Alpha

Alpha is a mathematically calculated metric used by investors to asses the abilities and qualities of their investment manager. Alpha represents the investment manager's ability to achieve return that is unexplained by the market. In other words, it separates returns generated by the markets from the "pure abilities" of the investment manager. One of the main goals of AlphaBeta is to achieve alpha that is as high as possible.

Beta Neutrality

Beta tests a fund's sensitivity to market volatility. A fund with high sensitivity to market volatility will have a high Beta, and vice-versa. Within its long-short products, AlphaBeta aims to produce beta neutrality in order to minimize sensitivity to market volatility.

Investment Process

In order to realize AlphaBeta’s investment philosophy, the company developed the “Alpha Access” system, which serves as a basis for the efficient management of its clients’ investment portfolios. The system enables AlphaBeta to produce effective long term investment portfolios by utilizing ~150 scientifically proven factors and AI strategies in more than 20 international markets.



The Alpha Access system is updated daily using external data sources, allowing for dynamic performance monitoring and strategy evaluation. Every quarter, the invested stocks are assessed according to their performance and factor ranking. In this way, adjustments can be made so that the investment portfolios may be efficient in the long run, display beta neutrality, and high alpha.

Contact Us

If you’re an accredited investor interested in working with us, please fill out your details below

    The detailed data is only general information regarding the fund’s activities. Investment in the fund is based on a private offer and at the absolute and sole discretion of the general partner, in accordance with what is stated in the fund’s investment documents and the conditions detailed therein only, after an investor has received them, through his own means and personally and without any reliance on what is stated on this page or on the fund’s managers and representatives and signed on all investment documents in the fund.

    The above is not meant to be a substitute for tax advice, legal advice, or investment advice by a legally licensed investment advisor, who takes into account the unique needs and data of each person. Each investor is required to independently evaluate all aspects of investing in the fund. Rights in the fund are not and will not be offered to the public and this information does not constitute an offer to the public to invest in the fund. It is clarified and emphasized that the fund’s securities will be offered and sold to no more than 35 bidders/investors during the twelve months preceding any such offer or sale, together with eligible bidders and investors, who will be selected in the procedure established by the general partner according to various established parameters, such as a minimum investment amount , matching the investor to the fund’s investment horizons and the like. The above should not be seen as a commitment by the fund manager to obtain an excess return, or to avoid loss.

    Past results do not constitute any indication or commitment regarding activity in the fund or future results of activity in the fund. All data appearing above are not controlled and are subject to change. The Fund and its general partner do not guarantee the accuracy, completeness, or usefulness of the information or data presented above. All rights in this document are reserved, and any reproduction or distribution of this document, or disclosure of its contents in any way in whole or in part without the prior written consent of the fund representative, is prohibited