Non-Consensus Thinking

Investment Intelligence Beyond The Consensus

Non-Consensus Alpha delivers sophisticated investment insights to discerning investors who understand that superior returns require thinking differently from the crowd. Our data-driven approach identifies opportunities others miss.

Our Story

Non-Consensus Alpha was founded on a fundamental belief: the most profitable investment opportunities exist where conventional market wisdom fails. Our approach challenges the herd mentality that drives most investment decisions, instead focusing on data-driven analysis and contrarian thinking.

Through rigorous research and disciplined methodology, we identify market inefficiencies and investment opportunities that others overlook. Our proprietary analytical framework combines quantitative models with deep fundamental analysis to surface high-probability, asymmetric return opportunities.

What sets us apart is our commitment to transparency and education. We don't just provide recommendations—we explain our reasoning, share our methodology, and help our subscribers develop their own analytical skills.

Independent Research

Unbiased analysis with no conflicts of interest

Our Track Record

8+

Years Experience

29%

Average Returns

75%

Win Rate

100%

Transparency

Leadership Team Expertise

Our leadership team combines decades of institutional investment experience with proven track records of success.

Rottem Tal-Shahar

Founder &
Chief Investment Officer

Rottem Tal-Shahar has over 20 years investment experience managing diverse equity portfolios. Rottem began his investing career in real estate where he capitalized on investment opportunities in both single-family and multi-family residential portfolios.

After years of success, including the timely liquidation of all real estate holdings to avoid the 2008-2009 real-estate meltdown, Rottem expanded his investment activities to include equities and began development of the RTS stock model for trading equities.

As part of the development of the RTS stock model, Rottem spent five years learning from billionaire and legendary trader William O'Neill, the founder of IBD (Investor Business Daily) and research based institutional money management firm William O'Neil and Company.

Rottem learned to implement the O'Neil system of CANSLIM investing, while continuing to build a successful real estate business. During this period, Rottem further enhanced and refined the investment model to both maximize returns and reduce volatility.

In 2016, Rottem funded an account and began trading leveraging the model to demonstrate the power of his rules-based discretionary trading in real-time. As of today, the model has been actively executed and continuously refined for more than 8 years and the returns generated by the fund have proven its effectiveness.

Francisco Romero

Chief Financial Officer

Francisco began his career in public accounting where he worked for Ernst and Young and focused on serving Banking and Financial Services clients including various mutual fund and asset management companies.

After years in public accounting, he transitioned into leadership roles within risk management and assurance for large banks including Capital One, PNC Bank and Citibank.

During his tenure in banking, Francisco gained significant experience in investment management, risk management, financial and accounting standards and regulatory compliance related to complex financial institutions.

Francisco brings extensive accounting, investment management, financial and risk management expertise to Non-Consensus Alpha. Since joining, he has leveraged his expertise to further enhance and refine the Non-Consensus Investment model to deliver more consistent outsized returns and strengthen risk management practices.

Our Core Values

The principles that guide every analysis, every recommendation, every client interaction

Integrity First

We approach every analysis with complete honesty and transparency. Our subscribers' success is our primary objective, and we never compromise on integrity.

Rigorous Research

Every investment thesis undergoes thorough analysis and verification. We maintain the highest standards of research quality and analytical rigor.

Independent Thinking

We maintain complete independence with no conflicts of interest. Our only agenda is providing the best possible investment insights.

Ready to Think Beyond Consensus?

Join sophisticated investors who understand that superior returns require superior thinking. Experience the difference that data-driven, contrarian analysis can make for your portfolio.

Transparent analysis • No conflicts of interest