TTU97: Putting Your Clients First...Always ft. Marty Bergin of DUNN Capital – 1of2
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’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios.
In our conversation, my co-host Katy Kaminski and I discuss with Marty DUNN Capital’s 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’ll 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’s 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 “diverse” stock choices are not very diverse
- What makes DUNN’s Adaptive Risk Profile unique
- The one thing that is missing from Marty’s trend following program
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