Patrick Welton · Top Traders Unplugged · TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton
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Run a dedicated risk-off sleeve that sells equities when rapid rise in flow data signals mispricing, then uses client money to hedge the exposure
“…when we've got, depending on the asset class, we can be anywhere between zero hedge and 100% hedged. On equity… it would be offshore exposure… typically… around a third. And we're slightly above that at the moment.”
“Outer signal enriches your existing customer data… then pushes into your email platform so retention flows can speak to a segment.”
“We look at our fundamental hedge funds and their net exposure to the markets… US specific fundamental long-short clients today, their net length is in the north percentile on a one-year look back”
“I use an ETF that does have a balance of currency hedging… GHHF… has a balance of 30% of the global equities being currency hedged”
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