top of page

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

Updated: May 2, 2021

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:

A L-U-V-Wy Recovery:

Fragility Case Study: Dual Momentum GEM:

Animal Spirits Interview with Michael Batnik:


Connect With Corey






Learn How Financial Advisors Build Resilience In Business & Life

Download A Complimentary Copy Of

The Resilient Advisor

Click Here

bottom of page