These materials have been prepared solely for information and illustrative purposes. These materials are made available on an “as is”, without representation or warranty basis. The information contained in these materials has been obtained from sources that Newfound Research LLC believes to be reliable, but accuracy and completeness are not guaranteed.
This information is only current as of the date indicated, and may be superseded by subsequent market events or for other reasons. Neither the author nor Newfound Research undertakes to advise you of any changes in the views expressed herein.
Newfound Research LLC is registered as an investment advisor with the Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability.
Unless otherwise noted, any performance returns presented in these materials reflect hypothetical, back-tested performance an investor may have obtained had it invested in the manner shown and do not represent returns that an investor actually attained. Hypothetical, back-tested performance and model results have many inherent limitations, including as a result of data cleanliness and accuracy.
Unless otherwise stated, hypothetical, back-tested performance results are not adjusted for the payment of any fees, expenses, transaction costs, commissions or taxes. Actual results will vary from the returns presented herein for those accounts that are subject to taxation and for the provision of certain types of fees, expenses, transaction costs or commissions that may be paid for live, actual accounts.
The information on this site does not involve the rendering of personalized investment advice. You should consult a professional advisor before using any of the information, pursuing any of the investment ideas or implementing any of the strategies presented. We believe the information we present is factual and up-to-date, but we do not guarantee its accuracy and you should not should not regard it as a complete and exhaustive analysis of the subjects we discuss. Our opinions reflect our judgment as of the date of publication and are subject to change.
Prospective clients can view the firm’s Form ADV and Part 2A Disclosure Brochure as filed with the SEC or contact us for a copy.
PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. THERE IS NO GUARANTEE THAT ANY INVESTMENT WILL ACHIEVE ITS GOALS AND GENERATE PROFITS OR AVOID LOSSES.