Newfound Research

Newfound Research
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Articles by Newfound Research

Tom Rosedale
Co-Founder, CEO, CCO

Tom Rosedale

Tom is Chief Executive Officer and Chief Compliance Officer of Newfound. Tom is also a co-founder of the company and has been an active employee since inception. Tom is responsible for oversight of Newfound’s business and operations, as well as various administrative functions. Tom is a member of Newfound’s Investment Committee and Compliance Committee, as well as serves on the Board of Newfound Investments, LLC, a joint venture with Virtus Investment Partners.

Prior to Newfound, Tom formed and operated a Boston-based boutique law firm (2002 – current) which currently employs seven lawyers – work is primarily representing public companies with SEC compliance and public and private offerings; venture capital financings (private placements); and M&A transactions. Prior to starting his law firm, Tom worked in-house at CMGI, Inc., and prior to CMGI was an associate at two large law firms.

Tom holds a B.S. (Finance), magna cum laude, Bryant University (1994), and a J.D., Boston University School of Law (1997).

Corey Hoffstein
Co-Founder, CIO, CTO

Corey Hoffstein

Corey is a co-founder of Newfound Research and serves the roles of Chief Investment Officer and Chief Technology Officer. Corey researched and developed Newfound’s core momentum models that have been utilized to help power the tactical asset allocation decisions for over $10bn. Corey serves as chairman of the firm’s Investment Committee, is responsible for overseeing the Quantitative Strategies group, and serves as portfolio manager for the company’s investment strategies.

Corey also takes an active role in the management of the firm including directing business development and strategic growth initiatives.

Corey is a frequent contributor to ETF.com’s Strategist Corner and Forbes.com’s Great Speculations blog.

Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University.

Justin Sibears
Managing Director, Portfolio Manager

Justin Sibears

Justin is a Managing Director in Newfound’s Investment Strategies group, where he is responsible for the ongoing research and development of new intellectual property and strategies. Justin joined Newfound in March 2012. His focus is on purely quantitative applications of our technology. Justin is critical in developing new business and client relationships. Justin is a portfolio manager for all of the firm’s direct strategies and is a member of Newfound’s Investment Committee.

Prior to Newfound, Justin worked for J.P. Morgan and Deutsche Bank. At J.P. Morgan, he structured and syndicated ABS transactions while also managing risk on a proprietary ABS portfolio. At Deutsche Bank, Justin worked on the event-driven, high-yield debt, and mortgage derivative trading desks.

Justin holds a Master of Science in Computational Finance and a Master of Business Administration from Carnegie Mellon University as a well as a BBA in Mathematics and Finance from the University of Notre Dame.

More Articles

Factors and the Glide Path

Factors and the Glide Path

Summary­ Value and momentum equities exhibited significant performance last week raising short-term questions about factor crowding and long-term questions about…

Macro and Momentum Factor Rotation

Macro and Momentum Factor Rotation

By Yuling “Ivey” Zhang Summary­ While many investors have adopted a multi-factor approach to style investing, some have pushed these…

Style Surfing the Business Cycle

Style Surfing the Business Cycle

By Corey Hoffstein, Newfound Research Just as soon as the market began to meaningfully adopt factor investing, someone had to go…

The Risk in the Risk-Free Rate

The Risk in the Risk-Free Rate

By Nathan Faber, Newfound Research The risk-free rate is often taken for granted in portfolio construction. Allocations for investors may even…

Momentum’s Magic Number

Momentum’s Magic Number

By Corey Hoffstein, Newfound Research A few weeks ago, we came across a study published by HIMCO on momentum investing*. Contained…

Levered ETFs for the Long Run?

Levered ETFs for the Long Run?

By Corey Hoffstein, Newfound Research Early last month, we published a piece titled Portable Beta: Making the Most of the Returns You’re…

Factors & Financial Planning

Factors & Financial Planning

By Corey Hoffstein, Newfound Research There is a divide between asset management and financial planning. In the world of asset management,…

Do Factors Market Time?

Do Factors Market Time?

By Corey Hoffstein, Newfound Research A few months ago, in our presentation All About Factors & Smart Beta[1], we introduced the…

The Ghost of GDP Past

The Ghost of GDP Past

By Corey Hoffstein and Justin Sibears, Newfound Research Trend GDP growth is a critical determinant of traditional asset class returns.…

Outperforming by Underperforming

Outperforming by Underperforming

By Corey Hoffstein and Justin Sibears, Newfound Research In our opinion, this post from Alpha Architect, titled “Even God Would…

Is Low Volatility High Risk?

Is Low Volatility High Risk?

By Justin Sibears, Newfound Research Managing Partner Low volatility ETFs are on fire. These strategies, which aim to offer lower…

Alternative ETFs Have a Volatility Problem

Alternative ETFs Have a Volatility Problem

Note: This article appears on the ETFtrends.com Strategist Channel By Justin Sibears In Newfound Research’s opinion, certain alternative strategies (e.g. managed futures…

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