Is There a Capacity in Trend Following?

I've seen, we've talked to some managers that kind of track what they call trend crowding. Is there certain things where you would say, yeah, I mean, we could actually end up in a situation where there's just not enough quote unquote capacity? You know, the more cash goes into any strategy, the returns from that strategy are likely to diminish. But those sorts of diminishment, diminished returns are relatively minor, given the big picture returns on offer. And we're not yet at some kind of tipping point where, you know, trend followers are just too big for the markets. We're still at a good distance from that.

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