TTU97: Putting Your Clients First...Always ft. Marty Bergin of DUNN Capital – 1of2 | Top Traders Unplugged podcast

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Episode description

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Episode description

Our guest today is the President and Owner of DUNN Capital. Having a deep background in finance and business management, Marty oversees all mission-critical operations of the firm, including the firm’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios.

In our conversation, my co-host Katy Kaminski and I discuss with Marty DUNN Capital’s client-first business model, why he believes that their Adaptive Risk Profile has been a game-changer since its introduction in 2013, and how DUNN Capital has evolved since he joined more than 20 years ago.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

How Bill Dunn started DUNN Capital

How Marty minimizes risk down to the base level

What lessons Marty has learned from his time at DUNN Capital

Why Marty believes being client-centric is key to DUNN Capital’s success

How research plays a larger role within DUNN Capital than most people think

How DUNN Capital has changed since Marty joined

How Marty views return dispersion

Why certain “diverse” stock choices are not very diverse

What makes DUNN’s Adaptive Risk Profile unique

The one thing that is missing from Marty’s trend following program

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