My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world.
In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades. He touches on the resilience required to weather market fluctuations, how an allocation to trend following may enhance portfolio performance, and the need for adaptability in strategies while staying true to your core principles.
(1:20) Marty Bergen intro
(2:34) Trend following & fee structures
(5:01) Lessons from 50 Years in investing
(13:05) Benefits of non-correlated asset classes
(20:52) Institutional interest in trend following
(24:31) Handling volatility
(27:16) Views on cryptocurrencies
(30:03) Considerations for allocator
(32:05) Marty's most memorable investment
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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