Moshik Kovarsky, CEO, Alpha Vee met with Julie Cooling, Founder & CEO, RIA Channel to discuss his fundamental momentum strategy.
Alpha Vee, an Israeli based index provider and research firm, leverages what Kovarsky calls a fundamental momentum strategy. The firm takes fundamental data and applies a top-down approach to create market, sector, and stock selection risk adjustment. “We try to take the emotion out of the investment, ” says Kovarsky. On the sector level, the goal is to identify specific sectors most likely to perform better or worse than the benchmark and apply isolated strategies aimed around generating the most alpha.
For advisors looking to develop custom strategies, Alpha Vee’s proprietary software called RADIX can conduct back testing and research in a matter of minutes. To learn more, head to AlphaVee.com