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RT04: What is the right fee structure? ft. Marty Bergin, Grant Jaffarian & Mike Boss – 2of2

RT04: What is the right fee structure? ft. Marty Bergin, Grant Jaffarian & Mike Boss – 2of2

Published 8 years, 10 months ago
Description

On this episode I continue my conversation with Marty Bergin, the owner and President of DUNN Capital Management, Grant Jaffarian, Portfolio Manager of the Advanced Trend program at Crabel Capital Management, and Mike Boss, who is a Director within the Capital Introductions Team at Societe General, where we cover all things trend following and some of the differences to short-term trading.

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

In This Episode, You’ll Learn:

  • How to use your management and incentive fees to compete
  • Grants’s competitive strategy for his flat-fee product
  • Why a robust risk management system is extremely important
  • Who is winning the battle between the low-cost products and the traditional trend following offerings
  • If the increased number of investors using trend following is impacting returns?
  • How rising interest rates will affect long- and short-term trend followers
  • The guest’s biggest takeaways from 2016
  • If machine learning is already being used by trend following firms?

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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 Portfoliohere.

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.

Learn more about Marty Bergin and DUNN Capital Management

Learn more about Grant Jaffarian and Crabel Capital Management

Learn more about Mike Boss and Societe General

Copyright © 2025 – CMC AG – All Rights Reserved

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