OI09: The Key to Trend Following Success ft. Cole Wilcox

In this episode, Moritz Seibert and Cole Wilcox from Longboard Asset Management speak about systematic trend following strategies applied to single stocks, including the many advantages compared to long only buy and hold, but also some of the challenges and technical details related to portfolio construction. Cole is the founder and CEO of Longboard Asset Management, an Arizona-based alternatives fund management firm. He explains why participating in some of the big outlier price moves in mid and small cap stocks is as important as cutting out the many stock which don’t perform, in other words, avoiding the failures while having a systematic process that allows for taking part in the upside are both important. ----- EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool ----- Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website. IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here. Learn more about the Trend Barometer here. Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast. Follow Moritz on Twitter. Follow Cole on LinkedIn. Episode TimeStamps: 02:07 - Introduction to Cole Wilcox and Longboard Asset Management 08:27 - Diving deep into the strategy 10:45 - What drives the alpha of their strategy? 15:41 - Understanding your investor base 18:07 - Understanding their correlation 19:31 - Thoughts on including international stocks 24:15 - Do they fully fund their portfolio? 27:52 - How they approach dividends 29:14 - Do they loan out stocks? 30:34 - Did they ever trade single stock futures in the Bond Chicago Exchange? 32:36 - How many