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.
AWARDS & RECOGNITION
ETF.com ETF Strategist of the Year
ETF.com ETF Strategist of the Year Finalist
ETF.com ETF Investor of the Year
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.
The greatest opportunity for differentiated returns is in active asset allocation.
- 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.