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Newfound Research LLC

425 BOYLSTON STREET, 3RD FLOOR, BOSTON, MA

(617) 531-9773

(617) 356-8116


Other Info

Newfound Research LLC is legally known as NEWFOUND RESEARCH LLC. It is a DE Limited Liability Company. This firm has 6 employees, of which 2 are employees in advisory roles. It serves 21 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 10, 2012.

Recent Research | Flirting with Models
Recent Research | Flirting with Models

Flirting with Models The Research Library of Newfound ResearchINSIGHTSTREND EQUITYRISK & STYLE PREMIASEQUENCE RISKRISK MANAGEMENTCRAFTSMANSHIPPORTFOLIO CONSTRUCTIONPODCASTSTRATEGIESTREND EQUITYPORTABLE BETAMULTI-ASSETFIXED INCOMECUSTOM SOLUTIONSHOW TO INVESTMUTUAL FUNDSINSTITUTIONAL & SMAsABOUT USOU…


Quantitative Tactical Asset Allocation | Newfound Research
Quantitative Tactical Asset Allocation | Newfound Research

Tactical asset allocation at the intersection of quantitative and behavioral finance, recognizing that the journey is just as important as the destination.


Newfound Research: Risk-Managed Mutual Funds
Newfound Research: Risk-Managed Mutual Funds

Offers a suite of tactically risk-managed mutual funds. Portfolios distinguished by a simple objective, a consistent process, and a thoughtful design.


The Weird Portfolio – An unconstrained, optimized portfolio allocation
The Weird Portfolio – An unconstrained, optimized portfolio allocation

The Weird PortfolioTMMaintained by Newfound Research.  Updated quarterly.  Last updated 6/30/2019.A global, multi-asset, unconstrained portfolio.  Optimized to seek maximum expected returns while matching the risk profile of a 60/40 stock/bond mix.Current Weirdness Scale: [ Not | Somewhat | Prett…


QuBe Model Portfolios | Newfound Research
QuBe Model Portfolios | Newfound Research

Newfound's QuBe Model Portfolios simplify asset allocation, allowing you to operate your business more efficiently and manage portfolios with confidence.


Recent Research | Flirting with Models
Recent Research | Flirting with Models

Flirting with Models The Research Library of Newfound ResearchINSIGHTSTREND EQUITYRISK & STYLE PREMIASEQUENCE RISKRISK MANAGEMENTCRAFTSMANSHIPPORTFOLIO CONSTRUCTIONPODCASTSTRATEGIESTREND EQUITYPORTABLE BETAMULTI-ASSETFIXED INCOMECUSTOM SOLUTIONSHOW TO INVESTMUTUAL FUNDSINSTITUTIONAL & SMAsABOUT USOU…


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