A Long-Term, Trend-Following Investment Strategy

General Investing >> Money Manager Interviews >> August 31, 2017

Martin H. Bergin is the President and Owner of DUNN Capital Management, LLC. He oversees all mission-critical operations of the firm, and directs the firm’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios. Mr. Bergin also manages all operational and financial activities of DUNN Capital Management, LLC. His duties include overseeing day-to-day trading and risk management, directing the accounting, budgeting and long-range planning processes, and managing the human resources function. Mr. Bergin joined DUNN in September 1997 as Accounting Systems Manager, and was promoted to Vice President and Chief Financial Officer in March 2001. In May 2007, he was promoted to President. In January 2010, a business succession plan was implemented that resulted in sole ownership of the company by Mr. Bergin as of August 2015. Mr. Bergin earned a Bachelor of Science in business administration from George Mason University in 1987, and became a Certified Public Accountant in 1988. From 1987 through 1997, he practiced public accounting in Northern Virginia, where he became Partner at a local CPA firm, managing audit, tax and consulting engagements for clients in the managed futures, banking and defense industries. Profile

James R. Dailey is Chief Executive Officer of DUNN Capital Management, LLC. Mr. Dailey has responsibilities in the areas of strategic planning, business and product development, client relations and financial reporting. Mr. Dailey joined the company in 2003 as a Financial Analyst and was promoted to Vice President of Finance in 2007, CFO in 2008 and CEO in 2016. He earned a B.S. in business administration from The Pennsylvania State University in 1994 and an MBA in finance from the University of Maryland in 2000. Prior to joining DUNN Capital Management, LLC, Mr. Dailey worked for Marriott International in corporate financial planning and analysis and spent several years in public accounting. Profile

TWST: We're going to focus our conversation today on risk management, so let's start by discussing what the main approaches are to risk management.

Mr. Bergin: We take a little

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A Long-Term, Trend-Following Investment Strategy

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