Top Traders Unplugged18 Dec 2014

TTU52: Do Amazing Things Just By Showing Up ft. Rob Hartman of Pacific Capital Advisors – 2of2

Rob Hartman knows that showing up is half the battle when it comes to work in any industry. But his viewpoint as a solo fund manager give us deep insight into the inner-workings of a firm and how it deals with drawdowns, track record, and investors’ questions. In Part 2 of our conversation with Rob, we dive into his models and programs and how each of them works. We also learn about Rob’s background that helps round out this picture of a successful manager.

-----

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

In This Episode, You’ll Learn:

Why Hannah Montana has some life lessons to teach.
Rob’s track record and how to read it.
What happened when he changed his strategy.
The details of the programs he runs.
How Vanguard, his flagship product, works.
How he manages his momentum trades, or trend following trades.
Why his thoughts on position sizing have evolved over time.
How he conducts his research and why he doesn’t do any discretionary trading on his models.
The risk that he focuses on as a smaller manager and how he manages that risk.
How he deals with questions about drawdowns from investors.
How Rob copes emotionally when he experiences a drawdown.
What his research process is without a research team.
What is the optimal number of rules for Rob’s models to have.
What questions investors are missing in their due diligence.
Books he would recommend for would-be managers.
The advice he gives to his kids and the lessons he wants to pass on.

-----

Resources & Links Mentioned in this Episode:

Van Tharp – Trade Your Way To Financial Freedom
Rishi Narang – Inside the Black Box: A Simple Guide to Quantitative and High Frequency Trading

Rob also mentions getting inspiration from Kathryn Kaminski, who was our guest on Episode 41 and Episode 42.

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 Portfolio” here.

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.

Follow Rob Hartman on Linkedin.

----

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

Disclaimer

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(951)

SI410: The Next Evolution of Trend Following ft. Nick Baltas

Niels Kaastrup-Larsen and Nick Baltas explore how artificial intelligence, thematic investing and narrative momentum are beginning to reshape systematic investing. Alongside a review of recent CTA per...

25 Juli 0s

OI23: Why Capital Efficiency Is the Next Edge in Investing ft. Charlie McGarraugh

Charlie McGarraugh joins Moritz Seibert to discuss how systematic investing is evolving beyond traditional trend following. Drawing on experience from Goldman Sachs, crypto and machine learning, Charl...

22 Juli 0s

SI409: Why Trend Following Is Changing Faster Than Ever ft. Yoav Git

Markets are evolving in ways that few investors fully appreciate. Niels Kaastrup-Larsen and Yoav Git explore how changing market structure, the rise of retail options trading and new financial product...

18 Juli 1h 8min

GM105: The Billion-Barrel Shock Has Not Arrived Yet ft. Adam Rozencwajg

More than a billion barrels of expected oil supply have been removed from the market. Yet prices suggest the danger has passed. Adam Rozencwajg joins Cem Karsan and Niels Kaastrup-Larsen to explain wh...

15 Juli 1h 15min

SI408: Has Trend Following Changed Forever? ft. Alan Dunne

Markets continue to evolve, and so do the strategies designed to navigate them. Alan Dunne joins Niels Kaastrup-Larsen to explore why changes in market structure may have permanently altered short ter...

11 Juli 1h 3min

GM104: How the Dollar Quietly Took Over the World ft. Brendan Greeley

The US dollar has become so familiar that most investors rarely stop to ask how it became the world's dominant currency or why that dominance has endured. Brendan Greeley joins Alan Dunne to trace the...

8 Juli 55min

SI407: Why America Is Rewriting the Rules of Capitalism ft. Cem Karsan

Markets may be entering one of the most important regime shifts in decades. Cem Karsan joins Niels Kaastrup-Larsen to argue that the United States is moving away from traditional free market capitalis...

4 Juli 1h 1min

GM103: Why Optimism Could Be the Most Contrarian Trade ft. Pippa Malmgren

While much of the world is focused on geopolitical conflict, inflation and rising global tensions, Pippa Malmgren argues that a very different future may already be taking shape. Joining Niels Kaastru...

1 Juli 1h 19min