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OI09: The Key to Trend Following Success ft. Cole Wilcox
10th July 2024 • Top Traders Unplugged • Niels Kaastrup-Larsen
00:00:00 00:49:18

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In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single stocks, including the many advantages compared to long only buy and hold, but also some of the challenges and technical details related to portfolio construction. Cole is the founder and CEO of Longboard Asset Management, an Arizona-based alternatives fund management firm. He explains why participating in some of the big outlier price moves in mid and small cap stocks is as important as cutting out the many stock which don’t perform, in other words, avoiding the failures while having a systematic process that allows for taking part in the upside are both important.



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Episode TimeStamps:

02:07 - Introduction to Cole Wilcox and Longboard Asset Management

08:27 - Diving deep into the strategy

10:45 - What drives the alpha of their strategy?

15:41 - Understanding your investor base

18:07 - Understanding their correlation

19:31 - Thoughts on including international stocks

24:15 - Do they fully fund their portfolio?

27:52 - How they approach dividends

29:14 - Do they loan out stocks?

30:34 - Did they ever trade single stock futures in the Bond Chicago Exchange?

32:36 - How many names do they have in their portfolio on the long side

33:12 - Dilution vs. concentration

37:15 - The impact of volatility drag

39:43 - Improving the experience of investing

42:01 - A compliment or full portfolio strategy?

45:57 - What are the most important lessons they have learned?



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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

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