Today, Alan Dunne is joined by Hugo Capel Cure, Managing Director of Rothschild & Co, to discuss how they build strong portfolios for their clients, how rising inflation can affect the markets in a surprising way, how they use CTAs and Trend Followers to mitigate risk, the challenges of staying invested, being a stock and fund picker at the same time, how manager selection is like a dating process and how they differentiate between process and outcome, how they make good decisions as a team, how to act in times of crises, the people who inspired Hugo to become a better investor and much more.
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In this episode, we discuss:
- How to build strong Multi-Asset portfolios for your clients
- How using CTAs and Trend Followers can help mitigate risk
- How manager selection is like a dating process
- How to make good decisions as a team
- How to be well prepared for the next crises
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Episode TimeStamps:
00:00 - Intro
03:18 - Introduction to Hugo’s work and investing strategy
18:32 - From correlation focused to trading oriented strategies
24:50 - Being allocated to trend followers
28:35 - Challenges of staying invested
30:23 - Being a chef and a critic
39:41 - Making decisions and having a plan
53:09 - People who have inspired Hugo
59:31 - Thanks for listening
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