Lowering the Overall Volatility of a Portfolio with Managed Futures

General Investing >> Money Manager Interviews >> March 11, 2016

Martin H. Bergin is the President and Co-Owner of DUNN Capital Management, LLC. Mr. Bergin is in charge of directing and overseeing the firm's research and development efforts, and constructing and managing the firm's managed futures portfolios. Mr. Bergin also assists with the operational and financial activities of DUNN. 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. In January 2010, a Business Succession Plan was put into place that gave Mr. Bergin partial ownership of the firm and will transition the entire ownership to Mr. Bergin at the end of a 10-year period — December 2019. 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, Mr. Bergin was promoted to President. Mr. Bergin earned a Bachelor of Science in business administration degree from George Mason University in 1987. He 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

TWST: Could you tell me a little bit about the firm?

Mr. Bergin: DUNN is a CTA — commodity trading adviser — and a commodity pool operator. We're regulated by

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Lowering the Overall Volatility of a Portfolio with Managed Futures

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