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Ep. 419: Mebane Faber Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Benefits of 13-F Investments

Mebbins: "You learn some things that probably a lot of the people that work on 13-F investing never learn" The largest holding is often not their best idea, says Mebbins. You don't have to pay two and 20 fees to a lot of these managers,. We actually have cloned some funds where the 13-F portfolio actually beats the underlying manager because you're not paying this huge amount in fees.

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