“[Bill] thought he was the only person [using trend following], and to tell the truth, I’m not sure that he was completely confident that it worked." - Marty Bergin (Tweet)
In This Episode, You'll Learn:
- How Bill Dunn started DUNN Capital
“Bill and I are true believers that it’s the people that makes the business.” - Marty Bergin (Tweet)
- 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
“Bill always said he was on the same side of the table as the client.” - Marty Bergin (Tweet)
- 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
“If all the stocks are highly correlated, aren’t you really only invested in one thing?” - Marty Bergin (Tweet)
- 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
Connect with DUNN Capital:
Visit the Website: www.dunncapital.com
Call DUNN Capital: + 1 (772) 286-4777
E-Mail DUNN Capital: info@dunncapital.com
"The big houses make more money off the management fee than they ever will off the incentive fee, and they know that.” - Marty Bergin (Tweet)