We distill ideas.

Alambic Investment Management has automated the equity research process to create a systematic approach to stock selection and portfolio construction based on fundamental valuation principles.

Alambic's Strategy

Alambic has leveraged its valuation-based, systematic investment process to create alpha-generating investment strategies, for individuals, family offices and institutional investors.

Our proprietary platform facilitates the development and testing of custom portfolios to suit investors’ unique requirements including:

• Market exposure

• Specific benchmarks

• Volatility and leverage

• Universe constraints, and

• Tax management

Click here for more information about Alambic’s Investment Methodology.

CEO Bert Richards discusses

Alambic's Value-add

in this quick video excerpt. 

To learn more, please contact us.

Our History

Albert Richards and Brian Thomson were assigned to the same office space on their first day in the Chemical Engineering PhD program at MIT. Twenty-five years later, they again, moved into the same office to start Alambic Investment Management.  Scott McBride, who worked with Bert at Citigroup, and another colleague rounded out the founding team and, after a few months of coding, the team moved to office space in San Francisco’s Financial District.

The team spent the first three years building the data management, returns estimation and portfolio optimization platform that drives Alambic’s quantitative strategies. 

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Since 2013, the firm has continuously improved its process, scaled operations and added capabilities to its offerings.  

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For more information, please contact us.