Q4 2020 Commentary

In this quarter's commentary, we:

Provide updates about the transition that took place with our strategies in the quarter, including our approach to solving the challenges we believe are presented by modern market dynamics.
Share some of the practical realities of portfolio management, including strategy evolutions (what to do when factors get crowded).
Pull back the curtain on what's next up on our research agenda, and how that may impact portfolios.
Highlight some research that's influencing our thinking (the reflexive impacts of access trends).
Review a brief market outlook (positioning and liquidity imbalances).

Read More of our Q4 Commentary

View our Updated 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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