Newfound Research LLC is an investment firm dedicated to helping investors pro-actively navigate the risks of investing through thought leadership and investment acumen.
AWARDS & RECOGNITION
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
2019
ETF.com ETF Investor of the Year Finalist
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.
INVESTMENT BELIEFS
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.