The Team

Martin M. Herzberg Ph.D.

Managing Partner

Dr. Herzberg is a founding partner of AlphaTheta Capital and serves as its Portfolio Manager. He has more than 25 years of experience in developing practical and robust financial models and his ideas have been incorporated into investment processes at some of the most prestigious asset managers and hedge funds. He is the former Senior Director of Quantitative Portfolio Manager Evaluation for WorldQuant where he was responsible for evaluating prospective portfolio managers' algorithmic strategies for inclusion in the firm's investment platform.

Previously, Dr. Herzberg was Director of Quantitative Research at Spring Mountain Capital where he was responsible for developing the firm's investment analytics and risk management tools, conducting due diligence on hedge fund managers and serving as a voting member on the firm's investment committee. Prior to joining Spring Mountain Capital, Dr. Herzberg was Director of Quantitative Research for the DAIS Group, formerly the quantitative investment research department of Drexel Burnham Lambert. At DAIS, Dr. Herzberg was responsible for developing the firm's proprietary stock selection and portfolio construction models, and also co-authoring its monthly equity research publication. Dr. Herzberg recieved his Ph.D. in mathematics from Yeshiva University and has taught mathematics and finance courses at several universities. His research has appeared in financial publications. He has been regularly quoted in the financial press and has frequently presented at investment management conferences.