ALO08: Investing like the Rothschild's ft. Hugo Capel Cure

Published: April 13, 2022, 7 a.m.

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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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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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IT\\u2019s TRUE ? \\u2013 most CIO\\u2019s read 50+ books each year \\u2013 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 \\u201cThe Many Flavors of Trend Following\\u201d here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

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Follow Hugo on LinkedIn\\ufeff\\ufeff.

Episode TimeStamps:

00:00 - Intro

03:18 - Introduction to Hugo\\u2019s 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...'