Our next guest is a partner in a firm that has enjoyed 40+ years of trading success with a 35+ year continues track record of their WMA program.

The track record of the organization, DUNN Capital Management, is world-class. The legendary Bill Dunn offered partnership to our next guest and he replied, “I’m happy with where I am.” Bill’s response will make you laugh.

Please enjoy my conversation with, Marty Bergin.

In This Episode, You’ll Learn:

The Story of DUNN Capital and the Evolution of the firm
How Marty began working with the firm and how he became a partner
The company culture of DUNN Capital and why it’s so important to their success
An overview of the DUNN WMA program
How the Value At Risk (VAR) approach separates DUNN Capital from other CTAs
Why DUNN Capital manages all tasks in-house
About the 40 year+ track record of DUNN Capital
The big research upgrades taking place in 2006
About the change to using two separate "Trend Following Models"
About the adaptive risk profile (ARP)
DUNN’s approach to diversification across sectors (for example; 23% in agriculture and 13% currency allocation)

Resources & Links Mentioned in this Episode:

Learn about DUNN Capital’s methodologies and awards.
Q&A with Bill Dunn

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

Learn more about DUNN Capital

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 “The Many Flavors of Trend Following” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

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TTU09: 40+ Years of Trading & Still Making NEW Highs ft. Marty Bergin of DUNN Capital Management – 1of2

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