Rethinking Diversification: What, How & When with Corey Hoffstein (EP122)

Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In this interview he articulately lays out his 'What-How-Why' framework for rethinking risk management. We also discuss the history of momentum investing, potential recovery outcomes from our current crisis and how a 'Dimmer Switch' approach to portfolio tilts can improve client outcomes.

Research We Discuss:

Two Centuries of Momentum: https://blog.thinknewfound.com/2018/03/two-centuries-of-momentum

A L-U-V-Wy Recovery:

https://blog.thinknewfound.com/2020/04/a-l-u-v-wy-recovery/

Fragility Case Study: Dual Momentum GEM: https://blog.thinknewfound.com/2019/01/fragility-case-study-dual-momentum-gem

Animal Spirits Interview with Michael Batnik: https://theirrelevantinvestor.com/2019/12/16/animal-spirits-talk-your-book-the-case-for-tactical-equity

ROMO ETF:

http://strategysharesetfs.com/funds/strategy-shares-newfound-resolve-robust-momentum-etf

Connect With Corey

Firm: https://www.thinknewfound.com

Podcast: https://blog.thinknewfound.com/podcast

LinkedIn: https://www.linkedin.com/in/coreyhoffstein

Twitter: https://twitter.com/choffstein

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