ReSolve Riffs with Jerry Parker on Diversification, Outlier Hunting, and Loose Pants
In this episode, our guest Jerry Parker, founder and CEO of Chesapeake Capital, a global systematic trend-following investment manager, shares his insights on:
- His journey from being a student of legendary trader Richard Dennis to running his own trend-following fund
- The importance of sticking to a disciplined process despite market noise
- Why trend following is the ultimate solution for diversifying portfolios
- How to navigate compliance hurdles and get exposure to trend following strategies
- The potential benefits of maximizing convexity in a portfolio
- How to create the perfect standalone portfolio that doesn't rely on passive indexes
- The role of education versus pain and reward in motivating change and decision-making
- Jerry's approach to risk management and how it can lead to both serious strategies and potential profits
- The vast potential of ETFs in providing access to more markets
- And so much more
This is a fascinating and informative episode for anyone interested in trend following, portfolio diversification, and risk management in today's markets.
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc.
*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.