Q4 2020 Commentary

by Corey Hoffstein, Newfound Research

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).

You can read the commentary here.


Corey Hoffstein

Corey is co-founder and Chief Investment Officer of Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm's views to clients. Prior to offering asset management services, Newfound licensed research from the quantitative investment models developed by Corey. At peak, this research helped steer the tactical allocation decisions for upwards of $10bn. 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. You can connect with Corey on LinkedIn or Twitter.

This post was origninally published at the Newfound Research's Flirting With Models Blog

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