The Meb Faber Show - Better Investing
Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555
Nov 1, 2024
Marty Bergin, President of DUNN Capital Management, shares insights from 50 years in trend following. He discusses the evolution of trend-following investments and the critical importance of adaptability in changing markets. Marty highlights how trend following enhances portfolio performance and why investors are increasingly interested in non-correlated asset classes. He also touches on navigating volatility and shares personal reflections on resilience and mentorship that shaped his career. Plus, he offers unique perspectives on the future of cryptocurrencies!
39:01
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Quick takeaways
- Dunn Capital's performance-based fee structure aligns client and firm interests, fostering long-term partnerships and mutual success.
- Trend following not only serves as a non-correlated asset class during downturns but also enhances portfolio performance through strategic risk management.
Deep dives
Unique Investment Model
Dunn Capital Management operates with a distinct investment model that sets it apart from many firms in the industry. Instead of charging a management fee, it bases its compensation entirely on performance, meaning clients only pay when the firm generates profits. This alignment of interests fosters a long-term partnership with clients, as both parties are motivated to achieve success together. This approach is designed to appeal to investors who prefer not to incur costs during periods when the firm is not profitable.
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