On our next year-in-review, Mike Dever talks about how 2014 evolved for his firm and what they learned from the year. He discusses the changes they made to their program as well as the recent Swiss Franc move and what they learned from that. He also talks about why investors need to keep the long term view in mind when investing, and not re-evaluate the program every time the profits take a dip.

-----

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

In This Episode, You’ll Learn:

What Mike’s firm does that blends together different strategies in order to diversify a portfolio.
How 2014 was for his firm.
Why they had a great first quarter to 2014 when most CTAs did not.
How the Interest Rate sector and Agriculture sector did well for the program.
Why he saw the Swiss Franc move coming.
How they are in a continual process of learning and subsequently improving their program.
Convergent vs. Divergent environments and what Mike is looking forward to.
How to mitigate a big inflow of investment followed by immediate outflow.
The book that Mike wrote and if the Myths still hold true today.
Why people think about the long term view when they invest, and think about the day-to-day view when they take their money out.

-----

Resources & Links Mentioned in this Episode:

Listen to 2 hour-long episodes with Mike Dever 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 Mike Dever 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

TTU68: Keep The Long Term View in Mind When Investing ft. Mike Dever of Brandywine Asset Management

Powered by Wave AI