TTU67: Institutional Investors and CTAs: A Look Forward ft. Aref Karim of Quality Capital Management

Top Traders Unplugged

Niels Kaastrup-Larsen

Investing, Business News, News, Business

4.8 • 712 Ratings

🗓️ 29 January 2015

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Aref Karim has been on the institutional investing side and the fund manager side for many years, so he has some great insights into how each group thinks and ways they can understand each other better. In this episode, Aref reviews 2014 from the perspective of QCM and discusses the research upgrades that the firm started to their program, and how they dealt with the events of the year, including the recent Swiss Franc move.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

About the two programs that his firm trades.
How 2014 went for Aref and his firm.
About the upgrades that the firm started in late 2013.
Where their largest gains came from in 2014.
The opportunities that no one predicted in 2014.
How they dealt with the Swiss Franc move in early 2015.
How institutional investors are looking at the managed futures space as we enter 2015.
What 2015 looks like for his firm.

-----

Resources & Links Mentioned in this Episode:

Listen to 2 hour-long episodes with Aref Karim on this podcast 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 Aref Karim on Linkedin.

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

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

Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0	We've had some opportunity costs and those opportunities costs gave us a chance really to see and compare how the simulations would have done essentially.
0:14.0	And sure enough, those would have picked up those traits.
0:18.0	In other words, I guess our gains would have been enhanced further. As you know,
0:22.8	the industry is done greatly in 2014 and it's nice that for us in the end, we've come up with
0:29.8	still fairly decent numbers, but yes, there was an opportunity cost in terms of we could
0:34.9	have done better.
0:41.0	This is R.F. Karim, founder and CEO of Quality Capital Management,
0:45.7	and you are listening to my year-in review on Top Traders Unplugged.
0:50.7	Imagine spending an hour with the world's greatest traders.
0:54.3	Imagine learning from their experiences, their successes, their successes, and their failures.
0:58.8	Imagine no more.
1:00.6	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world,
1:06.1	so you can take your manager due diligence or investment career to the next level.
1:11.4	Here's your host, veteran hedge fund manager, Niels Kastrop Larson.
1:23.3	Welcome back, ARIF for this review of 2014, where we look at the big events from the point of view of your trading strategies.
1:31.4	I would like to explore the ups and the downs as well as the big takeaway from what can only be described as a great year for systematic trading strategies in general.
1:41.1	But as you and I know, just because you're systematic in your trading, it doesn't
1:45.5	necessarily mean that your strategies deals with the market events in a similar way. But before
1:51.2	we jump into the year as such, could I ask you, or I would like to ask you to remind people
1:56.9	just very briefly about the two strategies that you run and the difference between them.
2:04.5	Thank you, Niels.
2:05.9	Thank you for having me back.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.