Tag: capital gains
Framework for considering the trade-offs between paying capital gains taxes and rebalancing to an optimal portfolio given current market outlook.
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Long/flat equity trend-following strategies that seek to participate in equity market growth while reducing the impact of severe and prolonged market declines.
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Broadly diversified mandates seeking to benefit from a wide range of return sources including both traditional market exposures and non-traditional style premia.
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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.
Model Portfolios
Free-to-subscribe, open-architecture strategic asset allocation models available in multiple risk profiles.
Custom Index Solutions
Custom-tailored investment solutions that are built with and powered by our research and insights
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. 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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Taxes and Trend Equity
By Nathan Faber
On April 1, 2019