Product Solutions for Advisors

Separate Managed Accounts

Our oldest strategies represent the most direct implementation of our core research

Our core research is focused on decoding sentiment as a proxy for tailwinds in customer demand and identifying the companies most likely to be rewarded for that improving sentiment. We implement these SMA portfolios with a focus on companies with improving sentiment. As an advisor, you can select the hedged or unhedged version for your clients.

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• Alpha DNA Large Cap Hedged Equity
• Alpha DNA Mid/Small Cap Hedged Equity
• Alpha DNA All Caps Hedged Equity
• IAS Best Equity Picks (Long Only)

Our GARP strategy invests in stocks with strong growth potential that meet a minimum quality standard

GARP stands for Growth at a Reasonable Price. At Alpha DNA, our core signal is built to find hidden growth trends at the customer level for the companies we track. 'Hidden' is another way of saying that the stock price doesn't reflect the newfound revenue success of the stock. This is the core of a smart GARP approach – growth that has been mis-priced so it represents a value to the shrewd investor. We offer both a hedged and unhedged version of the strategy.

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• Alpha DNA Core Equity GARP
• Alpha DNA Core Equity GARP Hedged

Our Dividend strategy utilizes our core research signals to build a smart beta equity income portfolio

Our portfolio starts with the most commonly held dividend stocks as reported by Morningstar across the largest dividend mutual funds. The strategy uses our research to favor the companies in the short term with the highest probability to out-perform the near term Wall Street analyst consensus. We also decrease our allocation in the portfolio to the companies most likely to miss the Wall Street consensus. The portfolio is managed to be tax efficient with average hold times near three years. 

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• Alpha DNA Enhanced Dividend