Algert Global LLC

Algert Global LLC is a registered investment adviser specializing in active, systematic equity investing. Established on March 11, 2003, the firm serves as the general partner and/or discretionary investment adviser to private investment funds. Algert employs model-based quantitative investment strategies to build portfolios of publicly traded investments that aim to generate returns exceeding those of similar-risk investments. The firm offers a range of active equity strategies, including long only, active extension, and global equity market neutral strategies. Algert provides both discretionary and non-discretionary investment advisory services to separately managed investment accounts. The firm's regulatory assets under management as of December 31, 2024, were $7,636,910,624 for discretionary assets. Algert charges management fees ranging from 0.0% to 1.5% per annum based on the net market value of assets. Performance-based fees, ranging from 0% to 20% of profits, are also applicable. Algert does not engage in soft dollar arrangements and does not compensate individuals for client referrals. The firm follows a bottom-up, stock selection process combining fundamental insights with systematic techniques. Algert's investment strategies involve significant risks, including market, interest rate, and currency risks. Algert's investment philosophy is based on exploiting market trends and pricing discrepancies. The firm is guided by fiduciary principles and acts in the best interests of its clients, managing conflicts of interest through policies and procedures. Clients receive regular portfolio reviews and performance reports to ensure transparency and accountability.