TTU97: Putting Your Clients First...Always ft. Marty Bergin of DUNN Capital – 1of2

Feb 25, 2018

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Our guest today is the President and Owner of DUNN Capital. Having a deep background in finance and business management, Marty oversees all mission-critical operations of the firm, including the firm’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios.

In our conversation, my co-host Katy Kaminski and I discuss with Marty DUNN Capital’s client-first business model, why he believes that their Adaptive Risk Profile has been a game-changer since its introduction in 2013, and how DUNN Capital has evolved since he joined more than 20 years ago.

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In This Episode, You’ll Learn:

How Bill Dunn started DUNN Capital
How Marty minimizes risk down to the base level
What lessons Marty has learned from his time at DUNN Capital
Why Marty believes being client-centric is key to DUNN Capital’s success
How research plays a larger role within DUNN Capital than most people think
How DUNN Capital has changed since Marty joined
How Marty views return dispersion
Why certain “diverse” stock choices are not very diverse
What makes DUNN’s Adaptive Risk Profile unique
The one thing that is missing from Marty’s trend following program

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