Conservative Investing – Using Trend Following to Manage Risk and Drawdowns | James St. Aubin

In this episode, we talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. We talk about their unique banded moving average approach to trend following and how they utilize it to manage risk in client portfolios. We also discuss the importance of educating investors, what makes a good investment manager, quantitative vs discretionary management and a lot more.

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1:58 – The most important characteristics of a good investment manager
06:46 – James’ view on the current economic situation
11:19 – Defining conservative investing
13:14 – Sell stop discipline
15:51 – Focusing on what you can control
18:20 – A unique approach to trend following
22:49 – Viewing sell signal differently than buy signals
24:08 – Using trend following in multi-asset portfolios
25:57 – The balance between discretionary and quantitative
31:47 – Analyzing an investment process that stops working in the short-term
35:06 – Understanding that not all trades will be winners
37:40 – When momentum and trend following struggle
41:00 – Attracting the right type of investors
43:27 The one lesson James would teach the average investor

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Originally Posted September 20, 2023 – Conservative Investing – Using Trend Following to Manage Risk and Drawdowns | James St. Aubin

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