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Our guest today is the President and Owner of DUNN Capital. Having a deep background in finance and business management, Marty oversees all mission-critical operations of the firm, including the firm\u2019s research and development efforts as well as the construction and management of the firm\u2019s managed futures portfolios.

In our conversation, my co-host Katy Kaminski and I discuss with Marty DUNN Capital\u2019s client-first business model, why he believes that their Adaptive Risk Profile has been a game-changer since its introduction in 2013, and how DUNN Capital has evolved since he joined more than 20 years ago.

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In This Episode, You\u2019ll Learn:

• How Bill Dunn started DUNN Capital
• How Marty minimizes risk down to the base level
• What lessons Marty has learned from his time at DUNN Capital
• Why Marty believes being client-centric is key to DUNN Capital\u2019s success
• How research plays a larger role within DUNN Capital than most people think
• How DUNN Capital has changed since Marty joined
• How Marty views return dispersion
• Why certain \u201cdiverse\u201d stock choices are not very diverse
• What makes DUNN\u2019s Adaptive Risk Profile unique
• The one thing that is missing from Marty\u2019s trend following program

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