SI158: The Secrets to Raising Capital ft. Mark Rzepczynski

Published: Sept. 18, 2021, 10 p.m.

Mark Rzepczynski joins us today to discuss why people are as important as processes when investors are choosing funds, the factors that can predict future performance of a fund manager, how Trend Following often performs best when markets are highly correlated, some thoughts on portfolio construction and the various ways to measure risk, the importance of having a strong narrative when communicating what you do to allocators, the infamous \u2018bandwagon effect\u2019 among investors, how current AUM can often affect an investors decision to choose a fund, how capital allocators can improve their due diligence with Trend Following funds, and why investors like firms made up of a strong team rather than a strong single player.

You can find Mark\u2019s latest writings here.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

In this episode, we discuss:

  • How people appeal more to investors than trading systems alone
  • How to spot future star performers in advance
  • Unconventional approaches to market correlations
  • The importance of communication and presentation skills when communicating to clients
  • Why investors tend to copy their peers
  • Whether fund size matters to capital allocators
  • How strong teams are usually more sought after by institutional investors than single players

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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 \u201cTen Reasons to Add Trend Following to Your Portfolio\u201d 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 Mark on Twitter.

Episode TimeStamps:

00:00 \u2013 Intro

03:08 \u2013 A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your