Dec 19, 2014
My guests today are Zbigniew Hermaszewski and Natasha Reeve-Gray, two of the four founding partners of Altis Partners–a very successful systematic and primarily trend following money management firm.
The topic is Trend Following.
In this episode of Trend Following Radio we discuss:
- Covel’s recent experiences traveling in Asia
- The advantages of location independence
- Early triggers that led Hermaszewski and Reeve-Gray into the systematic trading world and away from the efficient market hypothesis
- Why Hermaszewskii was motivated to go down the particular path he went down
- The advantages of a physics background when applied to trading
- Looking for predicability in the markets
- How Altis uses predictability in the context of their world
- The four broad types of market behavior in Altis’ program
- Trend following and persistence
- Inter-market relationships
- Why there are no “manual” inputs in Altis’ systematic program
- Portfolio construction and why Altis is different from its peers
- Applying the same models to all markets
- The collegial atmosphere amongst London CTAs
Jump in!
Today on the podcast, Michael Covel speaks with Zbigniew Hermaszewski & Natasha Reeve-Gray, two of the four founding partners of Altis Partners--a very successful systematic and primarily trend following money management firm. Covel, Hermaszewski, and Reeve-Gray discuss Covel’s recent experiences traveling in Asia; the advantages of location independence; early triggers that led Hermaszewski and Reeve-Gray into the systematic trading world and away from the efficient market hypothesis; why Hermaszewskii was motivated to go down the particular path he went down; the advantages of a physics background when applied to trading; looking for predicability in the markets; how Altis uses predictability in the context of their world; the four broad types of market behavior in Altis’ program; trend following and persistence; inter-market relationships; why there are no “manual” inputs in Altis’ systematic program; portfolio construction and why Altis is different from its peers; applying the same models to all markets; and the collegial atmosphere amongst London CTAs. Want a free trend following DVD? Go to trendfollowing.com/win.
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I’m MICHAEL COVEL, the host of TREND FOLLOWING RADIO, and I’m proud to have delivered 10+ million podcast listens since 2012. Investments, economics, psychology, politics, decision-making, human behavior, entrepreneurship and trend following are all passionately explored and debated on my show.
To start? I’d like to give you a great piece of advice you can use in your life and trading journey… cut your losses! You will find much more about that philosophy here: https://www.trendfollowing.com/trend/
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