Top Traders Unplugged With Niels Kaastrup-larsen | Engaging Conversations With The Top Traders & Investors

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 https://mrzepczynski.blogspot.com (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 communicati