Summary: "The conversations got easier over the latter half of the year, but in no sense are we saying 'see I told you.'" - Martin Lueck (Tweet)<br> This year in review covers how Aspect Capital came out of 2014 with their best year ever as a company, and what they learned from the year. Martin Lueck discusses the events that made 2014 a roller coaster ride, as well as the importance of always staying agnostic in your allocation to different sectors.<br> <br> Thanks for listening and please welcome Martin Lueck.<br> <br> <br> <br> Subscribe on:<br> <br> <br> In This Episode, You'll Learn:<br> <br> Why 2014 was a roller coaster ride for Aspect Capital.<br> How 2014 was the best year ever on record for Martin’s firm.<br> Why CTAs spend most of the time being in a certain level of drawdown and how they have to be psychologically prepared for that.<br> "We are not tilting the portfolio to reflect recent experience." - Martin Lueck (Tweet)<br> <br> What markets didn’t perform for his firm.<br> How Martin reacted to the Swiss Franc move that happened recently.<br> How conversations with investors changed over the year.<br> Why educating investors is important.<br> <br> Resources & Links Mentioned in this Episode:<br> Hear more of Martin Lueck in these 2 hour-long conversations with him on our podcast here and here.<br> This episode was sponsored by Swiss Financial Services:<br> <br> Connect with Aspect Capital:<br> Visit the Website: www.aspectcapital.com<br> <br> Call Aspect Capital: + 44 20 7170 9700<br> <br> E-Mail Aspect Capital: info@aspectcapital.com<br> <br> Follow Aspect Capital on Linkedin
