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OTA LEADERSHIP INDEX

Corey Hoffstein

ARCHETYPE

The Architect

Structured and legacy-driven; builds the systems and institutions that last.

Corey Hoffstein embodies The Architect through a deliberately structural approach to portfolio construction, engineering modular ETF building blocks that democratize institutional-grade techniques without dictating how they are used. His lego philosophy and the return stacking framework at Return Stacked ETFs reveal a mind that designs systems for others to inhabit. Leverage, in his hands, is not aggression but a precision instrument for unlocking diversification, a distinction that defines his leadership at Newfound Research.

IN THEIR WORDS, WHY ARCHITECT

Return stacking at its core is trying to take the institutional concept of portable alpha and bring it downstream. Institutions have to buy futures and swaps and manage separate accounts. We prepackage that concept into a suite of ETFs.

EXPLAINING RETURN STACKING PRODUCT DESIGN

I like a lego or building block approach, where each product is very narrowly focused so that allocators can use them how they want. I'm being non-prescriptive — letting people say I like the concept of adding an overlay.

DESCRIBING ETF SUITE ARCHITECTURE

Leverage is a tool that accentuates the good and the bad. We want to use leverage to unlock the benefits of diversification rather than using leverage to amplify returns.

DISTINGUISHING RETURN STACKING FROM RAW LEVERAGE

MASTERS IN BUSINESS

Masters in Business: “The Concept of Return Stacking with Corey Hoffstein”

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Corey's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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