TTU02: Why The Game of Picking Sectors is a Fool’s Errand ft. Jason Gerlach of Sunrise Capital Partners – 2of2

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 29 May 2014

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome back to our conversation with Jason Gerlach of Sunrise Capital Partners.

In this interview we discuss the history of Sunrise Capital Partners, the current evolution in their financial product line and the inner workings of what it takes to make it as a successful trading organization in the ever changing market conditions.

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In This Episode, You’ll Learn:

Exploring the design structure of the Sunrise Evolution program: Quadrant A, B, C and D and how they play together
Detailed examples of how trading models can be different.
How trade implementation works with complex systems like these
About the Volume of trading the Sunrise Capital does each day
Why the game of picking sectors is a fools errand
Strategies for dealing with the emotional weight of drawdowns
Sunrise Capital Management’s approach to research
The traits and what it takes to become a great CTA
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Transcript

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0:00.0	You're listening to Top Traders Unplugged, episode number 002, where I continue my conversation with Jason Gerlock, managing partner and CEO of Sunrise Capital Partners.
0:13.8	This episode is sponsored by Saxo Bank and Swiss Financial Services.
0:18.8	Welcome back to Top Traders Unplugged, where the best traders in the world come to share their
0:24.0	experiences, their successes, and their failures.
0:27.3	Before we begin today's conversation, remember to keep two things in mind.
0:31.4	All the discussion we'll have about investment performance is about the past,
0:35.2	and past performance does not guarantee or even infer anything
0:38.6	about future performance. Also understand that there's a significant risk of financial loss
0:43.5	with all investment strategies, and you need to request and understand the specific risks from
0:48.5	the investment manager about their product before you make investment decisions. Now let's
0:53.3	rejoin the conversation with your host, veteran hedge fund manager, Niels Kastra
0:57.7	Blercson.
0:58.2	I'm not sure the percentage on it, but I mean, how much of the original program,
1:13.6	if we call it that, would you say is still kept in evolution?
1:18.4	And also, what's the profile of evolution in terms of what kind of targeted return
1:24.5	and what expected volatility do you go for?
1:28.3	Sure. So the way I like to explain Sunrise Evolution is just that, in evolution.
1:35.3	In other words, nothing we've done historically has been thrown out.
1:39.3	Everything we've done historically is still in Sunrise Evolution. But if you envision a piece of paper
1:48.4	and you divide it into four quadrants, what we've done is we've taken our legacy approach, our long-term
1:54.3	trend-flying approach, and put it in one quadrant. And for explanatory purposes, you can call that
2:00.7	quadrant A.
	...

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