DUNN WMA Institutional UCITS Fund
The DUNN WMA Institutional UCITS Fund is managed by DUNN Capital Management LLC, one of the world’s longest running Commodity Trading Advisors (“CTA”) with an impressive history of superior performance.
The firm was founded in 1974 by Dr. William A. Dunn, a pioneer in applying quantitative techniques to financial markets and developing rules-based portfolio management. DUNN Capital has been led since 2007 by Martin Bergin, Bill’s long-time protégé and the President and Owner of the firm. Since taking the reins, Marty has reinvigorated the firm’s focus on research and technology and has cultivated a culture of continual improvement. During this new era, DUNN has assembled a talented R&D team which has led to implementing two material sets of enhancements (and numerous smaller ones) into the firm’s flagship trend following strategy, addressing all three elements of trading: entry, risk control, and exit. The changes have been highly effective in improving the strategy’s robustness and risk-adjusted performance.
Today, DUNN manages over $1.5bn in client assets worldwide. DUNN’s goal is to offer the best in class long term systematic program that performs in the widest range of market conditions possible while still maintaining a trend-following return profile. The firm remains committed to its core principles of keeping its incentives aligned with those of its clients, staying focused on systematic scientific processes, and going where the data leads.
The DUNN WMA Institutional UCITS Fund is a classic medium to long-term trend following CTA strategy, which has delivered an uncorrelated return profile to investors since 1974. A strategy which has been tried and tested in UCITS format from 2011 and designed to exploit market trends in 60+ markets, spanning across all major asset classes of equities, fixed income, commodities, and FX. DUNN’s research process ensures that the underlying models adapt to the changing market conditions, focusing on risk management and reacting efficiently to fluctuations in market volatility.
DUNN WMA Institutional UCITS Fund
Martin H. Bergin is the President and Owner of DUNN. He oversees all mission-critical operations of the firm; directing the firm’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios. He also manages all operational and financial activities of DUNN. Mr. Bergin holds a B.S. in Business Administration from George Mason University.
Roberto Osorio, Ph.D.
Roberto Osorio Ph.D. is Vice President, Trading Systems at DUNN. Dr. Osorio co-directs the development of trading systems and risk-control tools. He holds a B.S. and a M.S. in Physics from the Federal University of Pernambuco in Recife, Brazil, and a Ph.D. in Physics from the University of California at Berkeley.
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DUNN WMA Institutional UCITS Fund
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