Our Strategies
Systematic Tactical Allocation Strategies
Trend Equity
Long/flat equity trend-following strategies that seek to participate in equity market growth while reducing the impact of severe and prolonged market declines.
Portable Beta
Strategies that seek to benefit from enhanced diversification and capital efficiency through the select application of leverage.
Multi-Asset
Broadly diversified mandates seeking to benefit from a wide range of return sources including both traditional market exposures and non-traditional style premia.
Fixed Income
Strategies seeking excess risk-adjusted returns through the systematic application of style premia across bond sectors.
Custom Index Solutions
Custom-tailored investment solutions that are built with and powered by our research and insights
Trend Equity
Long/flat equity trend-following strategies that seek to participate in equity market growth while reducing the impact of severe and prolonged market declines.
Portable Beta
Strategies that seek to benefit from enhanced diversification and capital efficiency through the select application of leverage.
Multi-Asset
Broadly diversified mandates seeking to benefit from a wide range of return sources including both traditional market exposures and non-traditional style premia.
Fixed Income
Strategies seeking excess risk-adjusted returns through the systematic application of style premia across bond sectors.
Custom Index Solutions
Custom-tailored investment solutions that are built with and powered by our research and insights
RISK IN YOUR PORTFOLIO?
About Us
While other asset managers focus on alpha, our first focus is on managing risk.
We know investors care deeply about protecting the capital they have worked hard to accumulate. And as investors approach and enter retirement, managing “sequence risk” becomes even more important.
Newfound Research is a quantitative asset management firm with a focus on risk-managed, tactical asset allocation strategies. Â We were founded in August 2008 and are based out of Boston, MA.
We work exclusively with institutions and financial advisors.
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Video Digest: The State of Risk Management
By Nathan Faber
On August 28, 2018
(Having trouble with the video above? Watch here.)
Information on Newfound’s investment strategies is available here. Specific research and educational materials are available below:
Nathan Faber
Nathan is a Vice President at Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds. At Newfound, Nathan is responsible for investment research, strategy development, and supporting the portfolio management team.
Prior to joining Newfound, he was a chemical engineer at URS, a global engineering firm in the oil, natural gas, and biofuels industry where he was responsible for process simulation development, project economic analysis, and the creation of in-house software.
Nathan holds a Master of Science in Computational Finance from Carnegie Mellon University and graduated summa cum laude from Case Western Reserve University with a Bachelor of Science in Chemical Engineering and a minor in Mathematics.