Newfound Research LLC

The Chief Investment Officer is Corey Hoffstein, who co-founded the firm and oversees all investment strategy and research. Justin Sibears serves as Chief Operating Officer, managing the firm's operations and client relationships.

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.

Newfound Research operates as an independent asset manager and research consultancy serving institutional clients. It is not a family office, and its ownership structure is not publicly disclosed.

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.

The firm is headquartered in Boston, Massachusetts, and its investment strategies typically target global markets. The exact geographic allocation depends on the specific mandate or model used for each client portfolio.