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SI190: Overthinking the Systematic Investment Game ft. Rob Carver

Top Traders Unplugged

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Ye Ya Ya Am Ha Yaye

Harvey campbell: I've got a large manu of strategies with different character. And i can pull levers to allocate between these strategies, and that will give me some outcome. The difference is that when i was working in a shellwe kind of marketed ourselves as a tren following style fund plus some other stuff. Now i'm in a situation where i'm happier to pull the lever a little bit further towards sharp, away from positive skewis my money. Can do what the hell i like with it. So sho, very quickly answer the question. Generally speaking, you're better off with a mixture of strategies, and not just pure tren following.

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