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.

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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

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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 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.

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

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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

TTU01: Are Research Ideas Overrated? ft. Jason Gerlach of Sunrise Capital Partners – 1of2

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