Algert Global LLC
ALGERT GLOBAL LLC is a systematic asset management firm headquartered in San Francisco, California. Founded in 2002 by Peter Algert, the firm focuses on global equity strategies leveraging modern data science and machine learning. As of October 2025, Algert Global manages approximately $9.6 billion for institutional investors and is 100% employee-owned. The firm employs at least 22 professionals and serves clients worldwide, primarily institutions seeking innovative active equity solutions.
Investment Strategy
Algert Global LLC employs a systematic, quantitative investment approach to global equity markets. The firm uses advanced data science, machine learning techniques, and proprietary analytics to seek differentiated alpha across various strategies, including long-only, active extension, and absolute return. Their philosophy centers on exploiting inefficiencies in public equity markets by leveraging a blend of finance theory, robust empirical research, and technological innovation. The firm's client base is institutional, and its investment process is characterized by disciplined portfolio construction and risk management.
Top Holdings
Equity Positions (1,158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | ICROSOFT CORP | 0.73% | $35.1M | 70,530 | $425.68 | $497.41 | +$8.9M |
M MLI | UELLER INDS INC | 0.71% | $34.1M | 428,832 | $69.44 | $79.47 | +$7.1M |
A AAPL | PPLE INC | 0.66% | $31.3M | 152,761 | $233.09 | $205.17 | -$2.4M |
I ITRI | TRON INC | 0.64% | $30.5M | 232,031 | $86.19 | $131.63 | +$9.3M |
N NVDA | VIDIA CORPORATION | 0.62% | $29.5M | 186,641 | $121.47 | $157.99 | +$8.9M |