Ep. 989: Four Trend Players with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Importance of Understanding the Differences Between Managers
I used to make these eyeball correlations over the years looking at managers, especially at these opportune months or periods. And you would clearly see times and events where you'd be like scratching your head,. I think that's the challenge for the investors is that we do look a lot alike, but not all time. It gives some credit to the manager selection teams and the allocators in our space who really need to do a lot of hard work to understand how we are different from each other.
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