What is Return Stacking?
At its core, Return Stacking is the idea of layering one investment return on top of another, achieving more than $1.00 of exposure for each $1.00 invested.
For decades, sophisticated institutional investors have thoughtfully applied leverage to include diversifying alternative strategies without diluting their core stock and bond allocations. Due to the complexity of managing derivatives, small institutions, financial advisors, and individuals have largely been locked out of this approach.
Today, professionally managed mutual fund and exchange-traded products allow investors to implement this concept. Newfound Research is pioneering the research, product design, and portfolio construction that unlocks this opportunity for everyone.