Top Traders Unplugged4 Jan 2023

ALO13: Building Resilient Portfolios with Alternatives ft. Dylan Grice

Today, we are joined by Dylan Grice, Co-Founder at Calderwood Capital, for a conversation on how he thinks about portfolio construction through focusing on alternative and niche investments. We discuss how Dylan and his team work and why they shy away from trying to predict the future, how they analyse the current economic situation and why he thinks what happens to inflation and interest rates the next few years is insignificant. We also discuss how they manage the risk of the strategies they are working with and how they build a solid return profile, approach manager selection, how you can avoid being seduced by managers through narratives and much more.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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Episode TimeStamps:

00:00 - Intro

03:17 - Introduction to Dylan Grice

08:37 - How does Calderwood Capital work?

20:47 - Macro, micro or mixing both?

25:54 - Signs of stress in the markets?

32:37 - Grice’s perspective on inflation and interest rates

36:19 - How do they construct their portfolios?

43:32 - The art of managing risk

48:45 - Building an all weather return profile

54:28 - Assessing the managers

01:01:26 - When things go wrong

01:03:16 - Advice for people working in similar fields

01:05:52 - Key takeaways from Niels

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PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer

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