What do we do?

Our first focus is risk.

Newfound Research is a quantitative asset management firm with a focus on risk-managed, tactical asset allocation strategies.  We were founded in August 2008 and are based out of Boston, MA.

We work exclusively with institutions and financial advisors.

Firm and investment overview brochure →

Who are we?

  • Newfound Research is an SEC-registered investment advisor.
  • Privately held and owned by principals.
  • Learn more about our history and team here.

Why do we do it?

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.

So while most firms focus on alpha (i.e. generating excess returns), our first focus is on risk: we seek to improve risk-adjusted returns by prioritizing downside risk (“drawdown”) management.

We aim to introduce new ways of managing risk by expanding investor exposure across the diversification axes of what (asset classes), how (process), and when (frequency) within their portfolios.

How do we do it?

We believe in systematic, disciplined, and repeatable decision-making powered by the evidence-based insights of consistent, thoughtful research.

Specifically, we focus on the high conviction application of the major quantitative investment “styles” – i.e. value, momentum, carry, defensive, and trend – within tactical asset allocation.

What to read first

We recommend you start with No Pain, No Premium, which summarizes much of our firm outlook and investment philosophy.

From there, we recommend you explore our different research categories based upon your interests.