Loading...
Trend Equity
Long/flat equity trend-following strategies.

Seeking to protect and participate.

Trend equity strategies seek to capture a significant portion of broadly diversified equity market growth over a full market cycle while reducing the impact of severe and prolonged market declines.


Risk Managed U.S. Sectors is a large-cap U.S. equity portfolio that employs trend-following techniques within a sector-based allocation framework.

Risk Managed Global Sectors is a large-cap global (U.S., international, and emerging markets) equity portfolio that employs trend-following techniques within a sector-based allocation framework.

Risk Managed Small-Cap Sectors is a small-cap U.S. equity portfolio that employs trend-following techniques within a sector-based allocation framework.

U.S. Factor Defensive Equity is a U.S. equity strategy that overlays trend following signals over an equity portfolio allocating in a diversified set of style premia (value, low volatility, quality, momentum, and size).

Newfound/ReSolve Robust Momentum is a global equity portfolio that employs ensemble momentum and trend-following techniques within a regional (U.S., foreign developed, and emerging markets) allocation framework.  (Index: NRROMOT)


Performance of the Newfound/ReSolve Robust Momentum strategy is reported by Strategy Shares.

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


Newfound U.S. Trend Equity Research Index

With our research index, our intent is to help establish theory, increase conviction of the investment philosophy through historical evidence, acknowledge downside risks, and invite conversations about what makes different implementations unique.


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.