Mark Rzepczynski joins us today to discuss why people are as important as processes when investors are choosing funds, the factors that can predict future performance of a fund manager, how Trend Following often performs best when markets are highly correlated, some thoughts on portfolio construction and the various ways to measure risk, the importance of having a strong narrative when communicating what you do to allocators, the infamous ‘bandwagon effect’ among investors, how current AUM can often affect an investors decision to choose a fund, how capital allocators can improve their due diligence with Trend Following funds, and why investors like firms made up of a strong team rather than a strong single player.

You can find Mark’s latest writings here.

-----

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

In this episode, we discuss:

How people appeal more to investors than trading systems alone
How to spot future star performers in advance
Unconventional approaches to market correlations
The importance of communication and presentation skills when communicating to clients
Why investors tend to copy their peers
Whether fund size matters to capital allocators
How strong teams are usually more sought after by institutional investors than single players

-----

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 Mark on Twitter.

Episode TimeStamps:

00:00 – Intro

03:08 – A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link...

SI158: The Secrets to Raising Capital ft. Mark Rzepczynski

Top Traders Unplugged