In this quarter’s podcast we go into detail about a specific type of quantitative investment strategy called trend following. Designing and managing trend following strategies is a core competency of 3Summit Investment Management. We believe trend following strategies add significant value to portfolios in terms of both improving potential returns but also in managing downside risk.

Markets have been more volatile lately and we may be in the final innings of a long bull market. The current market conditions make for a great time to discuss trend following and the many benefits they add to a diversified portfolio, especially in challenging markets.