Marty Bergin, DUNN Capital - 50 Years in the Markets: How Trend Following Can Survive and Thrive | #555

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 1 November 2024

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world. In today’s episode, Marty reflects on the firm's 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades. He touches on the resilience required to weather market fluctuations, how an allocation to trend following may enhance portfolio performance, and the need for adaptability in strategies while staying true to your core principles. (1:20) Marty Bergen intro (2:34) Trend following & fee structures (5:01) Lessons from 50 Years in investing (13:05) Benefits of non-correlated asset classes (20:52) Institutional interest in trend following (24:31) Handling volatility (27:16) Views on cryptocurrencies (30:03) Considerations for allocator (32:05) Marty's most memorable investment ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to download their 2024 Election Guide & start your free trial - be sure to mention "Meb" for 20% off your subscription (new clients only). Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth.
0:10.9	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:16.9	Better investing starts here.
0:19.5	Metfabor is the co-founder and chief investment officer at Cambria Investment Management.
0:22.5	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:25.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria investment management or its affiliates.
0:31.2	For more information, visit camria investments.com.
0:33.8	This murder was a savage crime.
0:36.3	From legendary director Clint Eastwood.
0:38.6	I got calls for jury duty.
0:40.1	What's the problem?
0:41.0	Starring Nicholas Holt.
0:42.3	I hit something.
0:43.2	I figured it was a deer.
0:44.4	Tony Colette, J.K. Simmons, and K. Sutherland.
0:47.7	What are you telling me?
0:49.6	Maybe I didn't hit it here.
0:50.9	Juror number two in Cinemas Now, book tickets.
0:53.9	Welcome back, everybody.
0:55.3	We got an amazing returning guest.
0:57.4	It's been over five years, geez, since Marty Bergen first was on the show.
1:01.0	He's the president of Dunn Capital Management, one of the longest continually running trend-fowing
	...

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