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Doug Greenig - At the Frontier of Trend Following
Flirting with Models
The Importance of Diversification in Trend Following
We have to be mindful of the liquidity, but it's not as if we're trading terribly illiquid assets or anything like that. Developed market trend followers struggle with the issue of their relatively low-sharp ratio. We on the other hand are starting out with a more diverse better set of markets,. And because you're doing that, you don't need to compromise.
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