What Algert global does

Algert Global LLC is a San Francisco-based systematic asset manager founded in 2002 that manages approximately $9.8 billion (estimated as of 3/31/2026) for institutional investors across long-only, active extension, and absolute return equity strategies. The firm serves pension funds, endowments, foundations, and family offices via direct institutional sales, with no retail distribution and no disclosed external capital partners; it is 100% employee owned and structured as a California LLC.

The firm's investment engine is quantitative and data-driven, applying modern data science and machine learning to a combination of traditional and unstructured data sets. Proprietary stock forecasts cover over 12,000 public equities globally and date back to 2003, enabling customization across countries, regions, capitalization ranges, and risk targets. Core methodology includes ensemble modeling ("Wisdom of the Crowds"), relative attractiveness ranking across the global equity universe, and a self-described model evolution pipeline. The platform supports three strategy categories: Equity Extension (Europe and World 150/50), Long Only Equity (US Small Cap, International Small Cap, World Small Cap, World Equity, and Country Specific Portfolios), and Absolute Return (Global Equity Market Neutral), plus a Custom Strategies offering.

Algert Global generates revenue through management fees on assets under management. No fee schedule or pricing model is publicly disclosed, consistent with negotiated institutional mandates. The firm employs 11–50 people, with senior investment leadership concentrated in CEO/Co-CIO Peter Algert, Ph.D. (former Global Head of Research at Barclays Global Investors) and Co-CIO Ryan LaFond, Ph.D. (former Managing Director at BlackRock Scientific Active Equity, ex-BGI).

Name

Algert global

Legal name

Algert Global LLC

Website

https://algertglobal.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Algert Global LLC is a San Francisco-based systematic asset manager founded in 2002 that uses data science, machine learning, and ensemble modeling to manage approximately $9.8 billion across long-only, active extension, and absolute return equity strategies for institutional investors.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Global Equity (Active) (FSAAAIAD)

Keywords

• Systematic equity management
• Institutional asset management
• Quantitative investment strategies
• Long short equity funds
• Machine learning investing

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Institutional Asset Management: Algert Global generates revenue through management fees charged on assets under management. As a systematic equity investment firm managing $9.8 billion for institutional investors, the firm earns fees based on the capital deployed across its long only, active extension, and absolute return strategies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Algert Global is a systematic asset manager that invests globally in public equities across long only, active extension (150/50), and absolute return strategies on behalf of institutional clients. The firm applies modern data science tools and machine learning ensemble methods to proprietary stock forecasts covering over 12,000 public equities to construct customized portfolios across countries, regions, cap ranges, and risk targets.

Product overview

Algert Global LLC is a systematic equity investment platform offering a comprehensive suite of investment strategies. The platform provides three main strategy categories: Equity Extension strategies (Europe and World 150/50) for higher risk/return targets with long-short flexibility; Long Only Equity strategies (US Small Cap, International Small Cap, World Small Cap, World Equity, and Country Specific Portfolios) targeting attractive risk-adjusted returns with low systematic risk exposure; and Absolute Return strategies (Global Equity Market Neutral) seeking market-independent returns. Custom strategy development is also available for institutional investors seeking tailored solutions. All strategies are powered by the firm's proprietary stock forecasting system covering over 12,000 public equities globally.

Differentiator

Problem solved

Functional benefit

Products and services

• Europe Equity Extension (150/50) Equity extension strategy designed for investors seeking higher risk and return targets while delivering beta 1 versus a benchmark, exploiting inefficiencies on both the long and short side in European equities.
• World Equity Extension (150/50) Global equity extension strategy seeking higher risk and return targets with beta 1 benchmark exposure, utilizing long and short positions to exploit market inefficiencies.
• US Small Cap Long only equity strategy targeting US small capitalization companies, seeking attractive risk-adjusted returns relative to benchmarks with low systematic risk premia exposure.
• International Small Cap Long only equity strategy investing in international small capitalization equities, designed to deliver attractive risk-adjusted returns with low exposure to systematic risk premia.
• World Small Cap Global long only equity strategy focused on small capitalization companies worldwide, targeting attractive risk-adjusted returns relative to benchmarks.
• World Equity Long only equity strategy investing in global equities across various market capitalizations, seeking attractive risk-adjusted returns with low systematic risk exposure.
• Country Specific Portfolios Long only equity strategies customized to specific countries, allowing targeted exposure to individual equity markets with risk-adjusted return objectives.
• Global Equity Market Neutral Absolute return strategy seeking positive returns independent of global equity markets, extracting returns from markets across multiple regions, countries, and market capitalization ranges.
• Custom Strategies

Quantifiable outcome

• $9.8 billion in assets under management as of 3/31/2026
• +2 more outcomes

Segments1 record

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• AQR Capital Management: AQR is one of the largest systematic asset managers, offering quantitative equity, alternative, and multi-asset strategies to institutional investors. It is a direct peer to Algert Global because both apply factor- and data-driven systematic equity approaches to institutional capital, including long-only, long-short, and market-neutral products.
• Acadian Asset Management: Acadian is a global systematic equity manager using quantitative models and fundamental inputs to manage institutional mandates. It closely mirrors Algert's institutional-only, model-driven approach across global, small-cap, and country-specific equity strategies.
• Man Numeric: Man Numeric is the systematic equity arm of Man Group, applying quantitative models to global and international equity mandates for institutional clients. It competes head-to-head with Algert in systematic long-only and alpha-extension products.
• PanAgora Asset Management: PanAgora is a Boston-based quantitative asset manager offering systematic equity, multi-asset, and alternative strategies to institutions. It is comparable to Algert as a similarly sized boutique applying data-driven, ensemble-style equity investing to institutional portfolios.

Broad incumbents

• BlackRock (Scientific Active Equity): BlackRock's Scientific Active Equity team is the largest systematic equity platform globally, spun out of BGI. It is a broad incumbent peer: the team employs the same data-science-driven equity process that trained both Algert Co-CIOs, and competes for the same institutional mandates at much greater scale.
• Two Sigma: Two Sigma is a large quantitative investment firm applying machine learning and alternative data across equities, futures, and alternatives. It is a broad incumbent peer: significantly larger than Algert, but competes for institutional systematic equity allocations using similar data-science and ensemble-modeling techniques.
• D. E. Shaw Group: D. E. Shaw is one of the largest quantitative hedge fund complexes, with systematic equity and multi-asset strategies. It is a broad incumbent peer: far larger than Algert, but competes for institutional systematic equity risk budgets with similar model-driven, data-intensive processes.
• Wellington Management (Quant Equity): Wellington Management runs a large systematic equity group alongside its fundamental franchises, serving global institutional clients. It is a broad incumbent peer: a much larger, multi-strategy manager with an explicit quantitative equity capability that competes for similar institutional mandates.
• AB (AllianceBernstein) - Equities: AllianceBernstein operates systematic and quantitative equity strategies alongside traditional active mandates for institutional clients. It is a broad incumbent peer: a much larger diversified asset manager, but with a systematic equity capability that targets the same institutional risk premia as Algert.

Emerging players

• Qube Research & Technologies: Qube Research & Technologies is a fast-growing systematic asset manager applying data-driven research across global equities. It is an emerging player peer: smaller than the mega-quants but rapidly scaling, and overlaps with Algert in systematic global equity and absolute-return strategies.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Algert global