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.


ETF.com ETF Strategist of the Year


ETF.com ETF Strategist of the Year Finalist


ETF.com ETF Investor of the Year

The disclosure language Newfound is now using is as follows (which includes disclosure of the recent 2018 awards ceremony): 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 for awards in approximately 30 categories (with there being one winner per category, unless a tie resulted). Self-nominations were accepted (Newfound Research employees did provide self­ nominations to ETF.com prior to 2018). ETF.com announced that as part of the 2016 awards, “hundreds of nominations from participants in all corners of the ETF space” were received.  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 (unless a tie resulted, in which case there could be more than five finalists in a category). The winners were selected from these finalists by a majority vote of the ETF.com Awards Selection Committee, which is a group of independent ETF experts (as determined by ETF.com). 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 one seat to attend the 2016 awards ceremony dinner and two seats to attend the 2018 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. Nominees were not required to be members of any organization to be eligible to receive an award.

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.