Investors have asked us this question given the lackluster, and frankly disappointing, performance of many of their Trend managers prior to 2019.

Industry observers have opined on this as well, and they sometimes attribute disappointing performance to things like: too much capital in the strategy, lower levels of overall market volatility,
the effects of quantitative easing, and myriad other reasons.

We decided to conduct some research and draw our own conclusions. Here’s what we found…

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Welton Investment Partners