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TTU128: Trend Following for Life ft. Marty Bergin, President of DUNN Capital Management

Top Traders Unplugged

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Are You a Risk Mitigator of Equity Returns?

The core part of the risk mitigation portfolio, so to speak, is actually trend-following. And it's a focus primarily on not worrying about those kind of short-term reversals and focus primarily on just capturing those big moves in markets. So that's something that we've done a lot of thinking about. The main driver in that is has to do with drawdown. Short timeframes or shorter lookback periods can mitigate drawdowns, but we also know that from a performance standpoint, the performance is not as good. We're now probably going to be more open to addressing what the investors are looking for,. Just making sure that it's clear what it is. If it's

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