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.
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 |