Broadly diversified mandates including traditional market exposures and non-traditional style premia.

Going beyond stocks and bonds.

Our portfolios that adopt a global perspective, with exposures spanning global stocks, global bonds, commodities, real estate, and liquid alternatives.

An emphasis on tactical.

Our strategies seek to harvest long-term risk premia and seek excess returns through the systematic application of tactical signals.

Multi-Asset Income is a tactical asset allocation strategy that offers access to a diversified set of traditional and non-traditional income-generating assets within a disciplined risk management framework that seeks to avoid significant drawdowns.

Available in US and Canadian (Index: NQGRMICT) mandates.

The QuBe Asset Allocation Models are a globally diversified suite of strategically allocated investment portfolios available in a spectrum of risk profiles implemented with long-only mutual fund and ETF positions.  Learn more.

For information on how to invest in these strategies, click here.

Performance for the Canadian Multi-Asset Income mandate is reported by First Trust Canada.

The Weird Portfolio

A research project exploring global, multi-asset, unconstrained portfolios.

The portfolio is designed to maximize expected return while matching the risk profile of a 60/40 stock/bond mix, with no embedded preference for specific assets or exposures.

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.