Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to helping clients achieve their long-term goals with research-driven, quantitatively-managed portfolios, while simultaneously acknowledging that the quality of the journey is just as important as the destination.

Investment Strategies

We offer a number of separately managed accounts and strategies available on managed account platforms.  Information on our strategies can be found here.

Mutual Funds

Information about Newfound's suite of mutual funds can be found at

QuBe Model Research Portfolios

Our suite of behavior-aware Model Research Portfolios is designed with both the destination and the journey in mind, helping you to simplify asset allocation.  You can learn more here.


Newfound Research constructs, publishes, and licenses indices based on our insights and strategies.  You can learn more about the indices we offer here.