TTU97: Putting Your Clients First...Always ft. Marty Bergin of DUNN Capital – 1of2

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 25 February 2018

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Our guest today is the President and Owner of DUNN Capital. Having a deep background in finance and business management, Marty oversees all mission-critical operations of the firm, including the firm’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios.

In our conversation, my co-host Katy Kaminski and I discuss with Marty DUNN Capital’s client-first business model, why he believes that their Adaptive Risk Profile has been a game-changer since its introduction in 2013, and how DUNN Capital has evolved since he joined more than 20 years ago.

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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:

How Bill Dunn started DUNN Capital
How Marty minimizes risk down to the base level
What lessons Marty has learned from his time at DUNN Capital
Why Marty believes being client-centric is key to DUNN Capital’s success
How research plays a larger role within DUNN Capital than most people think
How DUNN Capital has changed since Marty joined
How Marty views return dispersion
Why certain “diverse” stock choices are not very diverse
What makes DUNN’s Adaptive Risk Profile unique
The one thing that is missing from Marty’s trend following program

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Learn more about the Trend Barometer here.

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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.

Transcript

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0:00.0	I mean, the fact that we lost money for six straight months in 2017,
0:09.0	never has happened in the history of done.
0:12.0	That's the first time we've ever lost money for six consecutive months.
0:15.0	But in that period of time, we lost 5%.
0:18.0	In trading at the volatility levels that we trade at or the risk levels that we trade,
0:26.0	that's phenomenal.
0:28.7	Imagine spending an hour with the world's greatest traders.
0:32.5	Imagine learning from their experiences, their successes, and their failures.
0:37.0	Imagine no more.
0:38.9	Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers
0:44.1	in the world so you can take your manager, due diligence, or investment career to the next
0:48.9	level.
0:49.7	Before we begin today's conversation, remember to keep two things in mind.
0:53.6	All the discussion we'll have
0:54.9	about investment performance is about the past, and past performance does not guarantee or even
0:59.9	infer anything about future performance. Also understand that there's a significant risk of
1:04.6	financial loss with all investment strategies, and you need to request and understand the
1:09.2	specific risks from the investment manager about their product
1:12.1	before you make investment decisions.
1:14.5	Here's your host, veteran hedge fund manager, Niels Kostrup Larson.
1:23.0	Marty, welcome back to the podcast.
1:25.7	It's good to have you here.
	...

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