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Ep. 281: Vineer Bhansali Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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Timco's Strategy for Scaling Up

Timco has scaled its strategy to be somewhat significant at some future time in the context of how much Timco manages. So our strategy scaled and we thought about how we're going to grow it bigger as a mutual fund. We've decided X and T not to participate right from the very beginning in some of the very, very small markets where we believe that if you start scaling it up, you know, to 10 times the size that we have right now,.We won't be able to really get into the market and out of the market without incurring very, very high transactions costs. And so that was one of the reasons I really wanted to chat with you about it.

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