Newfound Research
Newfound Research is a quantitative tactical asset management firm offering a full suite of separately managed accounts and mutual funds. Investing at the intersection of quantitative and behavioral finance, Newfound focuses on risk-managed, tactical asset allocation strategies and works exclusively with institutions and financial advisors.
STRATEGIES
Risk Managed U.S. Growth
The strategy seeks to provide resilient, “all-weather” exposure to U.S. equities by embedding a diversified set of risk management techniques, including systematic equity tilts; ensemble trend following; option-based hedges for left and right tails; and a U.S. Treasury futures overlay.