Hi everyone and welcome back to another edition of our Best of Top Traders series, where we share

segments that we love and that we think that you will enjoy and find valuable. My name is Niels

Castor Larsen and today I'd like to share with you some really great moments and unique

takeaways from a conversation I had with Marty Bergen,

the president and owner of Don Capital Management, where Marty shares his view on return dispersion

and how those experiences together with extensive research over the years has enabled them

to produce a more robust trend-following process for their

clients. If you'd like to hear the full episode, then you can listen to it by going to top traders

on plug.com forward slash 97. With this short introduction, let's get started and hear Marty's

perspective on return dispersion

and other interesting aspects of tread following.

One of the biggest challenges we've had in the industry has been return dispersion for investors,

too, is that you have one fund up, another fund down.

It seems that there's a lot of difference in terms of how performance has not been very

consistent across managers in the space.

And that creates a lot of confusion for the investors.

How has your experience been with this?

Have you encountered some, do you have some thoughts about how Dunn sees that and how you have fared and this sort of change in the industry? And what do you think drives it?

So gee whiz, Katie, you're the expert in this area. You're the one I should know these answers. This is my opinion.

Okay. I want your opinion. Whether. This is my opinion. Okay.

I want your opinion. You can tell me whether you agree with my opinion or not because I think it really has to do with time periods that people are looking at.

There's always a sweet spot for your period of time you're looking back over.

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