In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. We talk about their unique banded moving average approach to trend following and how they utilize it to manage risk in client portfolios. We also discuss the importance of educating investors, what makes a good investment manager, quantitative vs discretionary management and a lot more.

We hope you enjoy the discussion.

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Conservative Investing - Using Trend Following to Manage Risk and Drawdowns with James St. Aubin

Excess Returns