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Risk > Everything
While other asset managers focus on alpha, our first focus is on managing risk.
Newfound Research LLC is an investment firm dedicated to helping investors pro-actively navigate the risks of investing through thought leadership and investment acumen.

We offer high conviction, systematically-managed tactical allocation strategies.


A Research-Driven Investment Process

We adhere to a philosophy of quantitative integrity, whereby an idea must not only be supported by empirical data, but must also be grounded in sound theory.  We seek to de-mystify the investment process through the consistent publication of transparent and original research reports.


Systematic Pursuit of Risk and Style Premia

We believe process consistency is paramount for long-term investment success and is best achieved through systematic approaches which help mitigate the behavioral biases that often lead to poor investment decisions.


Balancing Simplicity and Complexity with Thoughtful Design

Our portfolios are built around a holistic view of diversification which considers not only what a strategy invests in, but also how and when those decisions are made.


Start asking questions.
In investing, the journey is just as important as the destination.  Learn more about our philosophy and process.  We want to hear from you.

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You are about to leave the Newfound Research LLC website. The following link may contain information concerning investments, products or other information. Newfound Research LLC is not responsible for the accuracy or completeness of information on non-affiliated websites and does not make any representation regarding the advisability of investing in any investment fund or other investment product or vehicle. Importantly, Newfound Research LLC is not compensated for linking you to any non-affiliated website and instead is only compensated with an asset-based fee in the limited capacities as either a licensor of intellectual property or a sub-adviser to an investment adviser. The material available on non-affiliated websites has been produced by entities that are not affiliated with Newfound Research LLC. Descriptions of, references to, or links to products or publications within any non-affiliated linked website does not imply endorsement or recommendation of that product or publication by Newfound Research LLC. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of Newfound Research LLC, which is not responsible for any inaccuracies or errors. THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT. SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.