Newfound Research has created ten strategies focused on risk management through quantitative analysis applying tactica, , rules based elements to asset allocation, using ETF's. They manage according to a risk adjusted momentum approach. They basically determine when to be in and out of various markets and sectors. Disclaimer - As of the date of this interview, Partnervest Advisory Services did not have any ownership interest in the mutual funds nor the investment strategies referenced by this guest, nor should the interview be interpreted as an offer to sell any of the referenced mutual funds or strategies.
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