
Ep. 897: Trends, Value and Selling with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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How to Steer Clear of Benchmarks as an Investor
I can see there's a very sound philosophy from the ground up you've got a perspective but hey investors are often irrational. We of course as CGH we have much less problems with benchmarks than personal stock investors but really are trying to stay close to a benchmark and then they'll trade the markets because of that. It also happens I would say a negative impact let's say in the 80s there were some CGHs especially some US CGHs were very successful but they were not really recognized in the broader investments and so on. institution investors realized that transforming strategies could be okay and then what kind of happened is that transforming must start to be seen as an investment style instead of
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