Our next guest is a partner in a firm that has enjoyed 40 years of trading success with a 30 year continues track record of their WMA program.

The track record of the organization, Dunn Capital Management, is world-class. The legendary Bill Dunn offered partnership to our next guest and he replied, “I’m happy with where I am.” Bill’s response will make you laugh.

We’re grateful to have your ears for episode 009 with, Marty Bergin.

In This Episode, You’ll Learn:

• The Story of Dunn Capital and the Evolution of Dunn Capital Management
• How Marty began working with the firm and how he became a partner
• The company culture of Dunn Capital and why it’s so important to their success
• An overview of the WMA program

“It’s only one number in the system, but I think, going forward, it’s going to be significant in our returns”

• How the Value At Risk (VAR) approach separates Dunn Capital from other CTAs
• Why Dunn Capital manages all tasks in-house
• About the 30 year+ track record of Dunn Capital

“We didn’t make a lot of changes to the system for a number of years, and I think we kind of got behind”

• The big research upgrades taking place in 2006
• About the change to using two separate “Algo Classes”
• About the adaptive risk profile (ARP)
• Dunn’s approach to diversification across sectors (for example; 23% in agriculture and 13% currency allocation)

“Basic trend following, you’ve got 2 parameters. Time and noise. Instead of taking one time variable and one noise variable for each market, now we’re looking at hundreds of time frames and noise variables.”

Resources & Links Mentioned in this Episode:

Learn about Dunn Capital’s methodologies and awards.

This was originally published in Top Traders Unplugged.