TTU01: Are Research Ideas Overrated? ft. Jason Gerlach of Sunrise Capital Partners – 1of2
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 26 May 2014
⏱️ 38 minutes
🧾️ Download transcript
Summary
Sunrise Capital was the first CTA (Commodity Trading Advisor) ever.
The company has evolved considerably since its inception in the 1970s.
Today on the show, Jason Gerlach, the Chief Executive Officer at Sunrise Capital joins us to discuss the history of the company and about the evolution of their trading strategy over nearly 4 decades. Sunrise has achieved astounding results over the lifetime of the company and Jason provides unique insights to the inner workings of Sunrise.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
- The story of Sunrise Capitals founding in the early 1970s
- Rick Slaughter (Sunrise’s Chief Researcher) founded Commodity Monitors – the First Hedge Fund/CTA firm ever launched
- Jack Forest (Sunrise Commodities) and Gary Davis (Cresta Commodities) – The doctors trading outside the hospital
- How the three pioneers of the CTA/Commodity Trading Industry came together to form Sunrise Capital Partners in the mid 90’s
- How Jason was brought on into the firm and developed a succession plan for the business
- The unexpected story of how Jason “the Attorney” turned into Jason “the Systematic Trading Guy”
- What Sunrise Capital Partners offer today?
- How does one structure a CTA firm like Sunrise, what functions and how do you manage them?
- The role of outsourcing in the day-to-day operations of Sunrise Capital Partners
- What Sunrise discovered in the early 00’s which indicated to them a decay in long-term trend following and how they responded
-----
Resources & Links Mentioned in this Episode:
- Download the article Niels mentioned: Fallacies to Avoid When Selecting a CTA
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
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 “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to Top Traders Unplogged, episode number 0.01, with Jason Gerlock, managing partner and CEO of Sunrise Capital Partners. |
| 0:13.0 | Imagine spending an hour with the world's greatest traders. Imagine learning from their experiences, their successes, their successes, and their failures. |
| 0:21.5 | Imagine no more. |
| 0:23.4 | Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world |
| 0:29.3 | so you can take your manager due diligence or investment career to the next level. |
| 0:34.2 | Before we begin today's conversation, remember to keep two things in mind. All the discussion |
| 0:38.9 | we'll have about investment performance is about the past, and past performance does not |
| 0:43.4 | guarantee or even infer anything about future performance. Also understand that there's a significant |
| 0:48.6 | risk of financial loss with all investment strategies, and you need to request and understand |
| 0:53.5 | the specific risks from the |
| 0:55.0 | investment manager about their product before you make investment decisions. |
| 0:59.0 | Here's your host, veteran hedge fund manager, Nealz Kostrup Larson. |
| 1:10.1 | Welcome to another episode of Top Traders Unplogged. |
| 1:13.4 | Thanks so much for tuning in today. |
| 1:15.5 | I really do appreciate it. |
| 1:17.8 | On today's show, I'm talking to Jason Gerluck, |
| 1:20.6 | managing partner and CEO of Sunrise Capital Partners. |
| 1:24.5 | Sunrise is one of the pioneers within the alternative investment area and one of the |
| 1:29.7 | very few firms worldwide who has a successful track record spanning over more than 30 years. So it's a |
| 1:36.8 | real treat to welcome Jason to the show today where he shares the experiences, the ups and the downs |
| 1:42.5 | that Sunrise has collected over such a long period of time. |
| 1:46.7 | For those of you who are new to the show, I just want to let you know that you can find all of |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.