Making Sense

Trading Insights: Exploring trend-following strategies with Lynx’s CEO

11 snips
Oct 21, 2025
Martin Kallström, CEO of Lynx Asset Management and a veteran in actuarial and alternative investments, shares his expertise on trend-following strategies. He explains how these strategies capture long-term market shifts and the unique culture that differentiates Lynx from competitors. Kallström discusses the evolving role of machine learning and the importance of understanding data, while emphasizing the significant human element in trading models. He also reveals Lynx’s exciting plans to leverage LLMs in upcoming systematic equity programs.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ANECDOTE

Path Into Lynx Leadership

  • Martin recounts joining Lynx after discussions with co-founder Svante and taking leadership roles since 2018.
  • He moved from deputy CEO to CEO during the last year, succeeding Svante in running Lynx.
INSIGHT

Trend Following Captures Persistent Change

  • Trend following captures sustained change because market shifts take time to disseminate.
  • Martin Kallström views trend strategies as a structural exposure to ongoing economic and behavioural transitions.
INSIGHT

Blending Trend With Complementary Alphas

  • Lynx's flagship program blends trend following with complementary alpha overlays to boost robustness.
  • The program also targets portfolio protection by being complementary during equity drawdowns.
Get the Snipd Podcast app to discover more snips from this episode
Get the app