Corey Hoffstein

Formal First Name

Corey

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Corey Hoffstein is the Co-Founder and Chief Investment Officer of Newfound Research, a quantitative investment and research firm specializing in portfolio construction and risk management. As CIO, he oversees portfolio management, quantitative investment research, and strategy development, and is the architect behind the firm’s core momentum models, which have been applied to help power tactical asset allocation decisions for more than $10 billion. Corey also chairs the Investment Committee, leads the Quantitative Strategies group, and serves as portfolio manager for Newfound’s investment strategies. A recognized thought leader in quantitative investing, asset allocation, and risk management, he is a frequent industry speaker and contributor to leading financial platforms including ETF.com, ETF Trends, and Forbes’ Great Speculations blog.

Entity Types

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	Asset Management
	Software

Strategies

	Asset Allocation
	Investment Strategy

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Professional Experience

Academic History

Newfound Research is an innovative investment firm dedicated to helping investors proactively manage portfolio risks while enhancing diversification.
The firm is best known for pioneering the concept of Return Stacking®, which allows investors to layer multiple sources of return within a single portfolio for improved capital efficiency.
Under Corey’s leadership, Newfound Research designs and manages alternative strategies, quantitative investment models, and capital-efficient portfolio solutions tailored for financial advisors, institutions, and individual investors.

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Corey is an active researcher and published author in respected academic and practitioner journals, including The Journal of Indexing and The Journal of Alternative Investments.
His insights are frequently featured in major financial media outlets such as Barron’s, Yahoo! Finance, Bloomberg, The Wall Street Journal, and Real Vision.
He also contributes regularly to ETF.com’s Strategist Corner and Forbes’ Great Speculations blog.

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