In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single stocks, including the many advantages compared to long only buy and hold, but also some of the challenges and technical details related to portfolio construction. Cole is the founder and CEO of Longboard Asset Management, an Arizona-based alternatives fund management firm. He explains why participating in some of the big outlier price moves in mid and small cap stocks is as important as cutting out the many stock which don’t perform, in other words, avoiding the failures while having a systematic process that allows for taking part in the upside are both important.
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Episode TimeStamps:
02:07 - Introduction to Cole Wilcox and Longboard Asset Management
08:27 - Diving deep into the strategy
10:45 - What drives the alpha of their strategy?
15:41 - Understanding your investor base
18:07 - Understanding their correlation
19:31 - Thoughts on including international stocks
24:15 - Do they fully fund their portfolio?
27:52 - How they approach dividends
29:14 - Do they loan out stocks?
30:34 - Did they ever trade single stock futures in the Bond Chicago Exchange?
32:36 - How many names do they have in their portfolio on the long side
33:12 - Dilution vs. concentration
37:15 - The impact of volatility drag
39:43 - Improving the experience of investing
42:01 - A compliment or full portfolio strategy?
45:57 - What are the most important lessons they have learned?
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