Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555
My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world. In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades. He touches on the resilience required to weather market fluctuations, how an allocation to trend following may enhance portfolio performance, and the need for adaptability in strategies while staying true to your core principles.
Key Points
- DUNN Capital Management's success over 50 years is attributed to its dedication to trend following, avoiding management fees, and aligning interests with investors through incentive-based compensation.
- Despite the challenges of sticking to a pure trend-following strategy, DUNN Capital has managed to adapt and mitigate drawdowns through innovations like the adaptive risk portfolio while maintaining its core principles.
- Marty Bergin emphasizes the importance of investor education and maintaining a long-term perspective, especially during periods when trend following underperforms other asset classes.
Follow Marty: Website
Resources: Marty's appearance on the podcast in February 2019
Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial
Chapters
| 1:20 | |
| 2:34 | |
| 5:01 | |
| 13:05 | |
| 20:52 | |
| 24:31 | |
| 27:16 | |
| 30:03 | |
| 32:05 |
Transcript
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