You're about to join Neil's Kostrup Larson on a raw and honest journey into the world of systematic investing and learn about the most dependable and consistent yet often overlooked investment strategy.

Welcome to the Systematic Investor Series.

Welcome back to Topwaters Unplugged, where each week we take the pulse of the markets from the perspective of a rules-based investor.

It's a slightly different systematic investor episode this week, as Neals is away traveling, so it's me, Alan Dunn sitting in for Neal's.

While he is away for the next few weeks, And today I'm joined by Andrew. Andrew, great to see you. How is all on your side?

Everything's great over here. I was thinking, as you were saying that, I wanted to say something like

I'm the least systematic of the people who show up on the show. So, but, no, thank you guys for having me back. It's great to be here. Good stuff.

Well, obviously, it's my first time in this job.

So hopefully you'll be able to help guide me through as we progress.

So it'll be very, very casual, I'm sure.

So before we get started, I know we have a number of very interesting topics.

And just in terms of markets and managed features in trend following,

it's very early in the month as it stands.

So as of the 4th of October,

subgen CTA up 50 basis points,

stock gen trend up 84 basis points,

and a SOCGen short-term traders index up 1.2%.

So a positive, but probably too early in the month to draw any major inferences.

From your perspective, Andrew, what's been on your radar over the last while since you were last on?

Well, God, I mean, you know, it's a recurring theme, but I just got back from a roadshow to Europe. And so I had the

opportunity to spend a lot of time with investors in Germany and the UK. And I always spend a lot of

time with investors here. And I mean, the thing to me that is so fascinating right now is that the

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