The Meb Faber Show: “$0 Fees! Figure Out How This Firm Charges Clients No Management Fees”
The Meb Faber Show: “$0 Fees! Figure Out How This Firm Charges Clients No Management Fees”
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My guest today is Marty Bergin, President of DUNN Capital Management, which manages over $1.5 billion and is one of the longest continually running trend following firms in the world.
In today’s episode, Marty reflects on the firm’s 50-year journey in the trend following space and shares how a firm can not only survive but thrive over five decades. He touches on the resilience required to weather market fluctuations, how an allocation to trend following may enhance portfolio performance, and the need for adaptability in strategies while staying true to your core principles.
To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo…
(1:20) Marty Bergin intro
(2:34) Trend following & fee structures
(5:01) Lessons from 50 Years in investing
(13:05) Benefits of non-correlated asset classes
(20:52) Institutional interest in trend following
(24:31) Handling volatility
(27:16) Views on cryptocurrencies
(30:03) Considerations for allocator
(32:05) Marty’s most memorable investment
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Sponsor: Today’s episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention “Meb” for 20% off your subscription (new clients only). Learn more: https://go.ycharts.com/meb-faber
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