Quantitative Integrity™
for a new era of rule-based, behavior-driven investing

  • Who We Are
    Newfound, an SEC registered investment advisor, is a financial technology and product innovation firm enabling rule-based, behavior-driven investment strategies. We believe that a dynamic, quantitatively-driven process facilitates long-term consistency and success in both investment performance and risk-management.
  • What We Do
    Newfound collaborates with mutual fund families, financial advisors, and institutional investors to research, develop, and manage customized multi-asset portfolios based on our proprietary intellectual property.  The foundation of our process is our philosophy of Quantitative Integrity™, a belief that success is achieved through a balance of quantitative analytics and qualitative insight.
  • Our Mission
    To endow the investment industry with consistent and repeatable investment processes, enabling the construction of innovative investment solutions by emphasizing the behavioral consistency of strategies over performance.

Explore our unique views and process in the Newfound Manifesto

ABOUT NEWFOUND

OUR PHILOSOPHY: THE SIMPLE MACHINE

The Greek polymath Archimedes is credited for helping develop the gear – a unique mechanism that has the capability to change the speed, torque, and direction of a power source. With two gears we can build a bicycle; with a dozen gears we can keep precise track of time in a wrist-watch. By combining the gear with other simple components, such as wheel, a lever, or a screw, machines of even greater sophistication can be constructed.

We at Newfound believe that investment product development should be no different than its mechanical counter-part: a complex investment process should be broken down into simple, composable, and consistent processes. This philosophy not only drives our methodology of product development, but also defines our mission statement: to endow the investment industry with consistent and repeatable investment processes to enable the construction of innovative investment solutions.