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Who We Are

Newfound is Boston-based registered investment advisor and quantitative asset manager focused on rule-based, outcome-oriented investment strategies and specializing in tactical asset and risk management. We are the pioneers of dynamic, volatility-adjusted momentum models and believe that a dynamic, quantitatively-driven process facilitates long-term consistency and success in both investment performance and risk-management.

 

We design and construct innovative investment strategies primarily distributed as ETF Managed Portfolios.

 

Newfound was co-founded by Tom Rosedale, CEO, and Corey Hoffstein, CIO, in August 2008 to license data from the tactical investment algorithms researched and developed by Corey from 2007-2008.  In the last five years, our models have been utilized to help drive the investment decisions for billions of dollars in assets.

 

Outcome-Oriented Investing

Investors need solutions, not benchmarks. Our strategies focus on solving real problems like capital protection, income generation and access to diversifying factors. We believe a dynamic, quantitatively-enabled process facilitates the long-term consistency and success in both investment performance and risk-management.

Delivering Innovative Solutions

Newfound is the pioneer of dynamic, volatility-adjusted momentum models and one of the first to apply absolute momentum to risk management. Our models have been helping to power client solutions since 2008 and in the last five years have been used to help drive investment decisions for billions of dollars in assets.

Modeled with Integrity

The foundation of our process is Quantitative Integrity™, a philosophy that success is achieved through a balance of quantitative analytics and qualitative insight — leading to stable and robust investment models and strategies through full market cycles.

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