Element Alpha™ is a securities research firm whose sole mission is to deliver by license to the institutional investor validated investment strategies that outperform the S&P 500 Index (“S&P 500”)  (total return dividends reinvested) by investing  in only S&P 500 stocks.  Our licensed investment strategy is the solution for the investor’s challenge of selecting a portfolio of large-cap stocks that will outperform the S&P 500 benchmark. 

Simply stated, our S&P Investment Strategy (“E-Alpha 500 ™”) outperforms the S&P 500 by selecting only stocks from the index, which have been identified by our proprietary algorithm. For the 20 years ending March 2010, E-Alpha 500 was up 1,344% as compared to 395% for the S&P 500. It also outperforms this benchmark for one, three, five, and 10 years by an average of 11.69 percentage points annually. For the same period, E-Alpha 500’s performance beats 99.0% of all U.S. 8,141 domestic equity mutual funds using the Morningstar Mutual Fund Database to compare returns.

The E-Alpha 500 brings money management into the 21^st Century for the investor.  The investor starts with a portfolio of stocks that have a high probability of outperforming the market if the portfolio is only rebalanced annually, but the investor has the option of actively managing the portfolio with the confidence that he is holding a winning hand of high-quality stocks.