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Are Research Ideas Overrated? CEO Says Yes. | Jason Gerlach, Sunrise Capital Partners | #1

Jason Gerlach on Top Traders Unplugged with Niels Kaastrup-Larssen

“It’s not about how much money you manage in this business, it’s about the quality. Can you deliver returns for your investors? If the quality is not there, the quantity will never come.”

Sunrise Capital was the first CTA (Commodity Trading Advisor) ever.

The company has evolved considerably since it’s 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.

Thank you for visiting, now lets get to the interview with Jason Gerlach.

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

“A good research idea is only as good as the implementation ability you have.”

  • 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

Perfection is not attainable, but if we chase perfection we can catch excellence. – Vince Lombardi

Did you Know:

In trend following strategies, 90% of profits are made from long side trades, rather than short side trades.

“Rule based strategies can be carried forward for many decades”

Resources & Links Mentioned in this Episode:

Learn more about the Sunrise Capital Team

Download the article Niels mentioned: Fallacies to Avoid When Selecting a CTA

“We would need a room of 20 traders to do what we’re doing now, 20 years ago.” – Jason Gerlach

Sponsored by Swiss Financial Services and Saxo Bank:

Saxo Bank Sponsor of Top Traders Unplugged

Connect with Sunrise:

Visit the Website: www.sunrisecapital.com

Call Jason Gerlach – +1 (858) 259 8911

E-Mail Jason Directly: JGerlach@sunrisecapital.com

Follow Sunrise on LinkedIn or follow Sunrise on Twitter

2 Comments

  1. Moritz Seibert on 02/20/2015 at 4:38 PM

    Great Trading Conversations
    This is a fantastic podcast for traders and investors alike. Niels asks all the right questions and keeps the interviews interesting from start to end. His deep understanding of the CTA world and his multi-decade experience in this industry make his podcast a must-listen – even for professional traders!

    • Niels Kaastrup-Larsen on 02/20/2015 at 4:40 PM

      Cheers Moritz…I appreciate your support knowing how much you yourself know about this topic!

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