ALO08: Investing like the Rothschild's ft. Hugo Capel Cure

Apr 13, 2022

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Today, Alan Dunne is joined by Hugo Capel Cure, Managing Director of Rothschild & Co, to discuss how they build strong portfolios for their clients, how rising inflation can affect the markets in a surprising way, how they use CTAs and Trend Followers to mitigate risk, the challenges of staying invested, being a stock and fund picker at the same time, how manager selection is like a dating process and how they differentiate between process and outcome, how they make good decisions as a team, how to act in times of crises, the people who inspired Hugo to become a better investor and much more.

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In this episode, we discuss:

How to build strong Multi-Asset portfolios for your clients
How using CTAs and Trend Followers can help mitigate risk
How manager selection is like a dating process
How to make good decisions as a team
How to be well prepared for the next crises

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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.

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Follow Alan on Twitter.

Follow Hugo on LinkedIn.

Episode TimeStamps:

00:00 - Intro

03:18 - Introduction to Hugo’s work and investing strategy

18:32 - From correlation focused to trading oriented strategies

24:50 - Being allocated to trend followers

28:35 - Challenges of staying invested

30:23 - Being a chef and a critic

39:41 - Making decisions and having a plan

53:09 - People who have inspired Hugo

59:31 - Thanks for listening

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