Excess Returns Conservative Investing - Using Trend Following to Manage Risk and Drawdowns with James St. Aubin
Sep 20, 2023
James St. Aubin, Sierra Mutual Funds CIO, discusses their unique banded moving average approach to trend following and risk management. They explore the importance of educating investors and what makes a good investment manager. The podcast delves into quantitative vs discretionary management and constructing portfolios with minimal drawdowns. The challenges of momentum investing and trend following are also addressed, along with managing investor expectations in a conservative investment strategy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 1min
Evaluating Investment Managers and Market Factors
01:15 • 6min
Understanding the Current Macroeconomic Landscape
06:47 • 6min
Constructing portfolios with minimal drawdowns
13:03 • 12min
Discretion and Quantitative Management in Investing
25:32 • 12min
Challenges of Momentum Investing and Trend Following
37:33 • 2min
Managing Investor Expectations in a Conservative Investment Strategy
39:49 • 7min