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TTU127: Trend Following L.A. Style ft. Ryan O' Grady, Co-Founder & CEO at ROW Asset Management

Top Traders Unplugged

CHAPTER

Is There a Force to Be Extracted From Research in the Portfolio?

Ryan: I think it's important that our research team is pretty small, and that's always been true for us. And so academic research becomes a force multiplier where if we're canvassing one or 200 papers a month, then you know you can jokingly say that those are unpaid assistance for us Or things like that. We have interns come in and one of the first things that we give them is like, "Here's some moving average crossovers" It would be kind of an average CTA when you put them all together. Ryan: The issue with the super complicated approaches is maybe the intuition isn't there. There's not really statistical certainty on whether a model works until it

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