SOURCE: Newfound Research

Newfound Research

September 11, 2014 08:17 ET

Newfound Research Launches Three Mutual Funds

Newfound Launches New Mutual Fund Website

BOSTON, MA--(Marketwired - Sep 11, 2014) - Newfound Research LLC, a Boston-based registered investment advisor and quantitative asset manager, is pleased to announce the launch of a suite of tactical, outcome-oriented mutual funds. All three funds will invest in either ETFs or ETPs while implementing varying degrees of risk management in an effort to achieve desired results in any market cycle.

Fund Name    Objective   Tickers
Newfound Risk Managed Global Sectors Fund    Seeks long-term capital appreciation with preservation of capital as a secondary objective. The strategy provides access to global equities with the potential to preserve capital by moving to cash to protect against large losses.   NFGAX | NFGCX | NFGIX
Newfound Multi-Asset Income Fund    Seeks income with capital appreciation as a secondary objective. The strategy attempts to generate increased income over a full market cycle by emphasizing both yield and capital preservation.   NFMAX | NFMCX | NFMIX
Newfound Total Return Fund    Seeks income and capital appreciation. The strategy attempt to provide access to the diversification, hedging and income potential of fixed income investing without taking on excessive duration risk.   NFBAX | NFBCX | NFBIX
There is no assurance that any of the Funds will achieve their investment objectives.

Corey Hoffstein, chief investment officer, and Justin Sibears, managing director, serve as portfolio managers for the new funds. Each of the funds utilizes Newfound's proprietary dynamic, volatility-adjusted momentum model, which has driven the investment decisions for billions of dollars in ETF-based strategies since 2008.

Corey Hoffstein commented, "While we are most well known for defensive sector rotation strategies, I believe these three mutual funds highlight the breadth and depth in capability of Newfound's tactical models. We have leveraged our significant experience and legacy of success in researching, designing and powering tactical ETF portfolios in the construction of these funds."

Justin Sibears added, "Each strategy was designed to seek its objective through a consistent process and a thoughtful design. The Risk Managed Global Sectors fund most closely aligns with our legacy of powering defensive sector rotation strategies, but can now help investors re-introduce the potential benefits of a globally diversified equity portfolio. The Multi-Asset Income fund seeks to provide investors with a strong risk-adjusted income profile opportunistically accessing higher-yielding, alternative asset classes within a disciplined risk-management framework. Finally, our Total Return fund attempts to offer investors the conservative growth and income profile of fixed-income with reduced interest rate sensitivity."

For more information on the funds, please contact Melinda Staab at 443.831.5111 or, or visit the firm's new mutual fund website --

About Newfound Research LLC

Newfound Research designs and delivers quantitatively-enabled, tactical investment strategies, balancing a disciplined, research-driven approach with prudent strategy design to deliver intuitive, repeatable results. Newfound also partners with select asset management firms to collaboratively build investment solutions utilizing our tactical investment philosophy. Newfound's strategies strive to solve an identifiable investment problem and are distinguished by three qualities: a simple objective, a consistent process, and a thoughtful design. Newfound is the pioneer of dynamic, volatility-adjusted momentum models. Our models have been driving ETF-based strategies since 2008. For more information about Newfound, visit

Mutual Funds involve risk including the possible loss of principal. Adverse changes in currency exchange rates may erode or reverse any potential gains from the Fund's investments. ETF's are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. Typically, a rise in interest rates causes a decline in the value of fixed income securities. A higher Fund turnover will result in higher transactional and brokerage costs.

Like all quantitative analysis, the adviser's investment model carries a risk that the mathematical model used might be based on one or more incorrect assumptions. No assurance can be given that the fund will be successful under all or any market conditions. Investments in foreign securities could subject the Fund to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards. In addition to the risks generally associated with investing in securities of foreign companies, countries with emerging markets also may have relatively unstable governments, social and legal systems that do not protect shareholders, economies based on only a few industries, and securities markets that trade a small number of issues.

Foreign currency forward contracts are subject to the risk of political and economic factors applicable to the issuing countries and may fall in value due to market downswings. Futures contracts may not provide an effective hedge because changes in futures contract prices may not track those of the securities they are intended to hedge. Futures create leverage, which can magnify a fund's potential for gain or loss and are subject to credit and liquidity risk.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Newfound Family of Funds. This and other important information about the Funds are contained in the prospectus, which can be obtained by calling 1-855-394-9777. The prospectus should be read carefully before investing. The Newfound Family of Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC. Newfound Research, LLC is not affiliated with Northern Lights Distributors, LLC.

NLD Review Code: 3267-NLD-9/5/2014

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