The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
Marty Bergin - Adapt Or Die | #144
In Episode 144 we welcome Marty Bergin. Marty begins by going through his background, the history of Dunn Capital and the relationship he had with Bill Dunn, the founder of Dunn Capital. That relationship opened the door for Marty to ultimately work or Bill, and to later become the owner of the firm as part of a transition plan. Next, Meb asks Marty to describe trend following as it relates to Dunn. Marty describes that trend following is pretty basic, but there’s magic in how you develop a portfolio with the strategy.
Key Points
- Managed futures can offer significant diversification benefits to traditional investment portfolios, as they are uncorrelated to other asset classes and can reduce portfolio risk while potentially increasing returns.
- Dunn Capital Management's approach to trend following involves a variety of methodologies for identifying trends and a portfolio construction that is agnostic to market sectors, focusing instead on markets with sufficient volume and volatility for trading.
- The firm operates with a performance-based fee structure, charging no management fees and only earning when new profits are generated, aligning their interests closely with their investors.
Chapters
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Transcript
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