Q3 2021 Commentary

In this quarter's commentary, we:

Provide an analysis of this quarter’s returns, both at a high level and a detailed attribution.
Explore how capital efficiency can help investors achieve "return stacking."
Discuss why we believe stacking bond returns on top of an equity portfolio can be an attractive proposition in this yield curve environment.

Read More of our Q3 Commentary

View our Fund Presentation

“Risk cannot be destroyed, only transformed.”

Newfound Research LLC is a quantitative investment and research firm dedicated to helping investors pro-actively navigate the risks of investing through thought leadership and investment acumen. To build more resilient portfolios, we seek to diversify across the investment axes of what, how, and when.

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