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SI254: Does Trend Following Single Stocks Make Sense? ft. Nick Baltas

Top Traders Unplugged

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The Role of Trend Following in Single Stocks

When you build trend following, you have dynamic beta embedded. Sometimes your net long, sometimes your net short and this has value historically. They have a bit of bias in favor of cross sectional momentum rather than trend following. Once you account for that, the overall portfolio performance is very similar.

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