Mark Rzepczynski joins us today to discuss why people are as important as processes when investors are choosing funds, the factors that can predict future performance of a fund manager, how Trend Following often performs best when markets are highly correlated, some thoughts on portfolio construction and the various ways to measure risk, the importance of having a strong narrative when communicating what you do to allocators, the infamous ‘bandwagon effect’ among investors, how current AUM can often affect an investors decision to choose a fund, how capital allocators can improve their due diligence with Trend Following funds, and why investors like firms made up of a strong team rather than a strong single player.
You can find Mark’s latest writings here.
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In this episode, we discuss:
- How people appeal more to investors than trading systems alone
- How to spot future star performers in advance
- Unconventional approaches to market correlations
- The importance of communication and presentation skills when communicating to clients
- Why investors tend to copy their peers
- Whether fund size matters to capital allocators
- How strong teams are usually more sought after by institutional investors than single players
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Episode TimeStamps:
00:00 – Intro
03:08 – A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends: https://top-traders-unplugged.captivate.fm/listen
04:28 – Macro recap from Niels
06:15 – Weekly review of performance
11:21 – Q1, Q2 & Q3; Brett: Do you group your futures contracts into ‘risk buckets’ (sectors/groups), and give a max exposure to each ‘risk bucket’? Do you apply ‘risk-to-stop’ measures on particular types of asset class or only on the whole portfolio? How do you avoid overweighting your system toward currencies, considering the fact there are so many currency pairs to trade?
27:25 – Discussion on the key drivers for manager selection, inspired by a paper co-authored with Mark, which will be released soon
57:02 – How important consultations are in the capital allocation process
01:26:59 – Benchmark performance update
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