Our next guest is a partner in a firm that has enjoyed 40+ years of trading success with a 35+ year continues track record of their WMA program.
The track record of the organization, DUNN Capital Management, is world-class. The legendary Bill Dunn offered partnership to our next guest and he replied, “I’m happy with where I am.” Bill’s response will make you laugh.
Please enjoy my conversation with, Marty Bergin.
In This Episode, You’ll Learn:
- The Story of DUNN Capital and the Evolution of the firm
- How Marty began working with the firm and how he became a partner
- The company culture of DUNN Capital and why it’s so important to their success
- An overview of the DUNN WMA program
- How the Value At Risk (VAR) approach separates DUNN Capital from other CTAs
- Why DUNN Capital manages all tasks in-house
- About the 40 year+ track record of DUNN Capital
- The big research upgrades taking place in 2006
- About the change to using two separate "Trend Following Models"
- About the adaptive risk profile (ARP)
- DUNN’s approach to diversification across sectors (for example; 23% in agriculture and 13% currency allocation)
Resources & Links Mentioned in this Episode:
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Learn more about DUNN Capital
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And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
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