My guest today is Jason Russell, the President and CIO of Acorn Global Investments in Canada. Russell brings a unique perspective to the show with a very clear strategy on how his firm makes money for their clients.
The topic is Trend Following.
In this episode of Trend Following Radio we discuss:
- Russell’s background and how he came to form Acorn Global Investments
- Russell’s strategy for Acorn and “the baker analogy”
- The idea of “winners stay, losers go”
- Showing his investors every position that Russell has
- How the terms “commodity trading adviser”, “trend follower”, “quantitative trading” don’t exactly describe what many traders do
- Ed Seykota and the “trading tribe”
- Letting go of “why” and simply riding out trends
- Where strategies like Russell’s fit in the context of a portfolio
- The importance of delivering uncorrelated results to the S&P 500
- Drawdowns and the psychological effect of going through one alone, uncorrelated to other markets
- How there’s nothing more important than risk management
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