TTU55: Talking the Pulse on Long-Term Trend Following ft. Jason Gerlach of Sunrise Capital
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 715 Ratings
🗓️ 12 January 2015
⏱️ 41 minutes
🧾️ Download transcript
Summary
For January 2015, we will be revisiting with previous guests on the show to find out how their businesses grew and changed in 2014, and what the year was like overall for their industries.
In our first Year-In-Review episode, Jason Gerlach, the first-ever guest of Top Traders Unplugged, looks at 2014 from a long-term trend following perspective.
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
- Why 2014 was a great year for Sunrise Capital.
- What markets were responsible for much of their performance in 2014.
- The most challenging markets for Sunrise Capital last year.
- About their longer-term trend following strategies.
- How world events shaped market changes in 2014.
- About the oil collapse of 2014.
- How volatility returned to markets last year.
- How long-term trend following is getting more attention than before.
- How to avoid 2015 becoming like 2009 for this industry.
- If & When to turn down clients.
- How divergence is the one word that may summarize the next few years.
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Resources & Links Mentioned in this Episode:
Listen to 2 hour-long episodes with Jason and Niels here and here.
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 info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Jason on LinkedIn.
Copyright © 2025 – CMC AG – All Rights Reserved
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1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Our flagship investment strategy, Sunrise Evolution, it's a symphony. |
| 0:06.0 | And the symphony only sounds good over the course of the entire concert when all the instruments are playing their roles. |
| 0:13.0 | And there are some times when the violins stop playing for a while. |
| 0:16.0 | And that's okay because this is a time in the piece where the woodwinds or the horns are being |
| 0:22.4 | emphasized. And that's fine. And that's what happened last year. This is Jason Garlock, CEO of |
| 0:31.5 | Sunrise Capital Partners. You were listening to my year in review on Top Traders on Plug. |
| 0:40.6 | Imagine spending an hour with the world's greatest traders. |
| 0:45.1 | Imagine learning from their experiences, their successes, and their failures. |
| 0:47.1 | Imagine no more. |
| 0:52.5 | Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world, so you can take |
| 0:54.5 | your manager, due diligence, or investment career to the next level. Before we begin today's |
| 0:59.6 | conversation, remember to keep two things in mind. All the discussion we'll have about |
| 1:03.9 | investment performance is about the past, and past performance does not guarantee or even |
| 1:08.7 | infer anything about future performance. Also understand that |
| 1:12.1 | there's a significant risk of financial loss with all investment strategies, and you need to request |
| 1:16.8 | and understand the specific risks from the investment manager about their product before you |
| 1:21.6 | make investment decisions. Here's your host, veteran hedge fund manager, Nealz Kostrup Larson. |
| 1:34.2 | Thank you. Here's your host, veteran hedge fund manager, Niels Kostrup Larson. Well, first of all, Jason, I want to welcome you back to the podcast for this review of 2014, where we look at the big events from the point of view of your trading strategy. |
| 1:45.0 | I want to explore both the ups and the downs as well as the big takeaways from what can only be described as a great year for systematic trading strategies in general. |
| 1:55.0 | And in fact, it's the 11th year since 1990 where we saw double-digit return for the B-top 50 index, |
| 2:03.7 | which tracks many of the largest CTAs in the world. |
| 2:06.9 | But before we start, I want to acknowledge you in particular for being my first guest on the podcast |
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