Our Portfolios

Designed to deliver alpha. Our proprietary, data-driven, and academia-based research process brings a systematic approach to investing.

Actively Managed Portfolio

Flagship Growth

The proprietary, academia-based, and data-driven research takes advantage of the individual equity growth of mega-capitalization stocks with the heaviest weights in index-linked ETFs. This active strategy utilizes security hedges to reduce risk exposure and capitalize during market uncertainty. With a diversified mix of high-quality companies and a disciplined trading strategy, this portfolio intends to deliver superior risk-adjusted returns for the growth investor.

Passively Managed Portfolio

Sector Overweight Growth

The investment seeks to outperform the performance of the benchmark index, the S&P 500. The portfolio employs a sector overweight investment approach designed to similarly track the performance of the index. The buy and hold strategy invests solely in passive index and sector-based ETFs by sampling the indices, meaning it holds a broadly diversified collection of securities that, in the aggregate, approximates the indices in terms of key characteristics.

A mission to deliver alpha.

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Alpha Squared Capital  is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Alpha Squared Capital and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Alpha Squared Capital  unless a client service agreement is in place.