Newfound Research LLC

Newfound Research focuses on tactical asset allocation across global equities, fixed income, commodities, and currencies. The firm uses systematic, rules-based models for risk management and volatility control, and has published extensively on factor investing, particularly momentum and value strategies.

Yes, Newfound Research maintains a public research blog and regularly publishes detailed papers on portfolio construction, factor investing, and market anomalies. This open-research approach distinguishes it from many quantitative managers that keep their models proprietary.

The firm serves institutional clients, including pension funds and endowments. It also provides quantitative research and consultancy services to other financial firms, including registered investment advisors and asset managers.

Newfound Research is an asset manager, not a deal-sourcing firm. Its business is based on managing portfolios using systematic models, not making direct investments or sourcing private market opportunities.