Actively managing downside risk

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About Newfound

In August 2008, Newfound Research was founded based on a simple, but powerful, premise: investors care deeply about capital preservation.

Newfound Research offers a full suite of rule-based, actively risk managed investment strategies. We balance a disciplined, research-driven approach with prudent strategy design to deliver intuitive, repeatable results. Newfound’s strategies are distinguished by three qualities: a simple objective, a consistent process, and a thoughtful design.

See our full suite of rule-based, actively risk managed investment strategies

SMA & UMA MUTUAL FUNDS


Our History

Newfound Research founded in August 2008 by Tom Rosedale, CEO, and Corey Hoffstein, CIO, to license data from its tactical investment algorithms. The firm’s models were researched and developed by Corey Hoffstein from 2007-2008. Originally developed to manage his own portfolio, Corey’s initial work focused on the application of momentum across domestic equity sectors as a risk management technique and cash as the default position of safety. The use of momentum enables the model to be applicable across a broad range of asset classes and portfolio objectives.

For several years, Newfound licensed data from its proprietary momentum model to other asset management firms, providing the signals that helped drive their tactical asset allocation decisions. In 2011, Newfound began to take a more active hand in strategy construction. Instead of delivering the raw momentum signals to clients, we would work with select asset managers to integrate our signals with their existing investment process, creating custom-tailored, collaborative tactical solutions. These relationships have a unique objective and tailored methodology, creating a wide universe of complementary tactical strategies all powered by Newfound.

In late 2013, Newfound began researching and building proprietary investment strategies to directly serve the financial advisor and intermediary marketplace. We leveraged the experience from the prior five years of live data from our proprietary models and designing collaborative tactical models. The strategies were seeded in late 2013 and we began broad distribution of the strategies across multiple platforms (SMA, UMA, mutual fund, etc.) in 2014.

“Newfound Research has become one of the fastest growing exchange traded fund managed portfolio providers”


Annual Reports

2014