Jay Coulter’s Resilient Advisor Interview with Corey Hoffstein: Rethinking Diversification

Corey Hoffstein is the CIO of quantitative asset management firm Newfound Research. In a recent interview with Jay Coulter of Resilient Advisor, Corey articulately lays out his ‘What-How-Why’ framework for rethinking risk management. Corey also discusses 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.

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Corey Hoffstein, CIO
Corey Hoffstein, CIO
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. In 2019 Newfound partnered with ReSolve Asset Management and Strategy Shares to launch a tactical momentum ETF. 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.

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