TTU52: Do Amazing Things Just By Showing Up ft. Rob Hartman of Pacific Capital Advisors – 2of2

Dec 18, 2014

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Rob Hartman knows that showing up is half the battle when it comes to work in any industry. But his viewpoint as a solo fund manager give us deep insight into the inner-workings of a firm and how it deals with drawdowns, track record, and investors’ questions. In Part 2 of our conversation with Rob, we dive into his models and programs and how each of them works. We also learn about Rob’s background that helps round out this picture of a successful manager.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

Why Hannah Montana has some life lessons to teach.
Rob’s track record and how to read it.
What happened when he changed his strategy.
The details of the programs he runs.
How Vanguard, his flagship product, works.
How he manages his momentum trades, or trend following trades.
Why his thoughts on position sizing have evolved over time.
How he conducts his research and why he doesn’t do any discretionary trading on his models.
The risk that he focuses on as a smaller manager and how he manages that risk.
How he deals with questions about drawdowns from investors.
How Rob copes emotionally when he experiences a drawdown.
What his research process is without a research team.
What is the optimal number of rules for Rob’s models to have.
What questions investors are missing in their due diligence.
Books he would recommend for would-be managers.
The advice he gives to his kids and the lessons he wants to pass on.

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Resources & Links Mentioned in this Episode:

Van Tharp – Trade Your Way To Financial Freedom
Rishi Narang – Inside the Black Box: A Simple Guide to Quantitative and High Frequency Trading

Rob also mentions getting inspiration from Kathryn Kaminski, who was our guest on Episode 41 and Episode 42.

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Rob Hartman on Linkedin.

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