NEWFOUND FUNDS

TACTICALLY RISK-MANAGED INVESTMENT STRATEGIES

About us.

Newfound Research offers a suite of tactically risk-managed investment strategies. We balance a disciplined, research-driven approach with prudent strategy design to deliver intuitive, repeatable results. Newfound’s strategies are distinguished by three qualities: a simple objective, a consistent process, and a thoughtful design.

A simple
objective.

Newfound believes that each strategy should seek to adhere to a simple investment objective, providing transparency both in expected outcome and process.

A consistent
process.

To meet a simple objective, a strategy must be governed by a guiding policy.  At Newfound, we believe that the best way to ensure consistency in our process is through a quantitatively-enabled, rule-based approach.

A thoughtful
design.

At Newfound, we recognize the clear distinction between the algorithms that generate our tactical signals and the rules we use to translate those signals into portfolios.  We believe that it is in the rules – the design of the portfolio – that the objective may be met and we may strive to manage risk.

Our Strategies.

Seek Growth

 

Newfound Risk Managed Global Sectors Fund

 

Risk managed exposure to global large-cap equities

 
NFGAX | NFGCX | NFGIX

Seek Growth

 

Newfound Risk Managed U.S. Sectors Fund

 

Risk managed exposure to domestic large-cap equities

 
NFDAX | NFDCX | NFDIX

Find Income

 

Newfound Multi-Asset Income Fund

 

Go beyond bonds with alternative income-generating asset classes

 
NFMAX | NFMCX | NFMIX

Rethink Bonds

 

Newfound Total Return Fund

 

A multi-strategy approach to creating a core bond experience

 
NFBAX | NFBCX | NFBIX

Contact us.

Web: http://www.thinknewfound.com

Address:
425 Boylston Street, 3rd Floor
Boston, MA 02116

Phone: 617-531-9773
Sales Desk: 617-531-9085
Fax: 617-399-6930
E-mail: info@thinknewfound.com