TTU97: Putting Your Clients First...Always ft. Marty Bergin of DUNN Capital – 1of2
发布时间 2018-02-25 04:34:00 来源
摘要
Our guest today is the President and Owner of DUNN Capital. Having a deep background in finance and business management, Marty oversees all mission-critical operations of the firm, including the firm’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios.In our conversation, my co-host Katy Kaminski and I discuss with Marty DUNN Capital’s client-first business model, why he believes that their Adaptive Risk Profile has been a game-changer since its introduction in 2013, and how DUNN Capital has evolved since he joined more than 20 years ago.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn This Episode, You’ll Learn:How Bill Dunn started DUNN CapitalHow Marty minimizes risk down to the base levelWhat lessons Marty has learned from his time at DUNN CapitalWhy Marty believes being client-centric is key to DUNN Capital’s successHow research plays a larger role within DUNN Capital than most people thinkHow DUNN Capital has changed since Marty joinedHow Marty views return dispersionWhy certain “diverse” stock choices are not very diverseWhat makes DUNN’s Adaptive Risk Profile uniqueThe one thing that is missing from Marty’s trend following program-----ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!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 “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to [email protected] 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.Copyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that
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