Episode description

Our next guest is a partner in a firm that has enjoyed 40+ years of trading success with a 35+ year continues track record of their WMA program.

The track record of the organization, DUNN Capital Management, is world-class. The legendary Bill Dunn offered partnership to our next guest and he replied, “I’m happy with where I am.” Bill’s response will make you laugh.

Please enjoy my conversation with, Marty Bergin.

In This Episode, You’ll Learn:

• The Story of DUNN Capital and the Evolution of the firm
• How Marty began working with the firm and how he became a partner
• The company culture of DUNN Capital and why it’s so important to their success
• An overview of the DUNN WMA program
• How the Value At Risk (VAR) approach separates DUNN Capital from other CTAs
• Why DUNN Capital manages all tasks in-house
• About the 40 year+ track record of DUNN Capital
• The big research upgrades taking place in 2006
• About the change to using two separate "Trend Following Models"
• About the adaptive risk profile (ARP)
• DUNN’s approach to diversification across sectors (for example; 23% in agriculture and 13% currency allocation)

Resources & Links Mentioned in this Episode:

• Learn about DUNN Capital’s methodologies and awards.
• Q&A with Bill Dunn

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

Learn more about DUNN Capital

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 “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

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