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Systematic Alpha Investments, LLC
Systematic Alpha Investments, LLC is a registered investment adviser headquartered in Princeton, New Jersey, United States. The firm was founded in May 2018 by Stephen Edwin Evans and manages accounts for high-net-worth individuals. Operating with a small team, the firm provides investment management services focused on systematic approaches to markets.
Investment Strategy
Systematic Alpha Investments, LLC employs quantitative and algorithmic trading strategies, focusing on systematic, rules-based investment processes. Its portfolios typically include diversified holdings across sectors like large-cap equities and ETFs. The firm targets absolute returns through statistical arbitrage, risk management, and disciplined investment methodologies that avoid discretionary decision-making and bias.
Latest 13F Filing Activity
Systematic Alpha Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 227 equity positions with a total 13F market value of $3B. The fund increased holdings in Vanguard S&P 500 Etf, Nvidia Corporation, Microsoft Corporation among other positions. Systematic Alpha Investments, LLC reduced exposure to Eli Lilly and Company, Unitedhealth Group Incorporated, Apple Inc. among others.
Top Holdings
Equity Positions (227)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 22.85% | $643.3M | 1,132,544 | $359.61 | $568.03 | +$61.3M |
L LLY | Eli Lilly and Company | 7.73% | $217.7M | 279,303 | $180.72 | $779.53 | -$13.0M |
V VTV | Vanguard Value ETF | 5.62% | $158.2M | 894,868 | $127.77 | $176.74 | +$3.6M |
N NVDA | NVIDIA Corporation | 5.02% | $141.4M | 895,220 | $18.81 | $157.99 | +$44.4M |
M MSFT | Microsoft Corporation | 4.44% | $125.0M | 251,402 | $236.36 | $497.41 | +$30.7M |
Industry Allocation
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