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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