Loading...
About Us
We seek to improve investor outcomes by focusing on risk first.

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 specialize in the construction of high conviction, tactical portfolios.  Our strategies provide access to the systematic application of major quantitative investment styles such as value, momentum, carry, defensive, and trend.

Newfound Research was founded in August 2008.


2016

ETF.com ETF Strategist of the Year

2017

ETF.com ETF Strategist of the Year Finalist

2018

ETF.com ETF Investor of the Year

ETF.com is a third-party organization which specializes in providing resources on Exchange Traded Funds. ETF.com Award winners are selected in a three-part process. The process begins with open nominations where interested parties were invited to submit nominations. Self-nominations were accepted. Then the ETF.com Awards Nominating Committee – made up of senior leaders at ETF.com, Inside ETFs, and senior members of the FactSet ETF Analytics team – selected up to five finalists in each category. The winners are selected from these finalists by a majority vote of the ETF.com Awards Selection Committee, which is a group of independent ETF experts. ETF.com is not affiliated with Newfound Research. There were no payments made in connection with the award. After winners were selected, Newfound Research purchased seats to attend the awards ceremony dinner. Newfound Research has not purchased any plaques, article reprints, or other similar indicia of the award. Ratings and awards may not be representative of any one client’s experience and are not indicative of Newfound Research’s future performance.

Who We Serve

We currently serve financial advisors via open-end mutual funds, ETFs, and separately managed accounts through most major model manager platforms / TAMPs.  For qualified firms, we offer model delivery and customized mandate solutions.

We offer customized research and consulting services for family offices, consulting firms, and pensions. Our expertise extends to tactical asset allocation, quantitative investment strategies, and risk management.

We provide institutional investors with consulting, education and investment strategies to support a variety of mandates.


Central Philosophy

The greatest opportunity for differentiated returns is in active asset allocation.

Supporting Beliefs
  • Investors care deeply about capital preservation.
  • Risk cannot be destroyed, only transformed.
  • No pain, no premium; we believe that the opportunity to achieve differentiated outcomes requires bearing risk.
Bring us your hard problems.
Our strategies can only be solutions if we first understand your challenges.  Whether you face issues around asset allocation, market volatility or risk management, we’re ready to listen.
You are about to leave the Newfound Research LLC website and are being re-directed to the Newfound Research Mutual Funds website. Please note that Newfound Research Mutual Funds site may be subject to rules and regulations that may differ significantly from those to which the Newfound Research website is subject and may not be appropriate for use by residents in all jurisdictions.
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.