Ep. 186: Mikael Stenbom Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Corporate Life Cycle of CDA's
We spent two years basically doing research on how a successful trader goes through time. And we found quickly that, you know, what we see today with the deteriorating, absolutely more importantly, relative returns from the very large CDA's has always been the case. There is no difference today or 10 years ago or 20 years ago. So at every point in time, we know who are the CDA's that are evolving right now. Currently, there are about 80 of them, 80 evolving CDA'sThat we simply prioritize. We focus our due diligence on those managers. And we select the ones, we feel are the best, but also that are the most complimentary to each other.
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