What can you expect?
CARL’s Denali investment strategy follows a proprietary quantitative process to identify US stocks with strong uptrends.
It systematically builds a portfolio of these stocks and applies a risk management framework to this portfolio. Listen to a conversation with investment manager, Marcos Bueno, as he shares the core philosophy of the strategy, how it functions, and what makes it work so well.
Episode Highlights
- How he came to start the strategy for himself and why it gained interest enough to offer to other investors
- Where the Denali strategy’s real value lies
- Marcos’ perspective on risk and protecting capital
- About the philosophy and systematic processes that define how the strategy works
- How Denali operates in down markets
The number one thing I want to make sure of is that the models are not going to own anything that is going down. That is hard-coded. It is never going to happen.
Denali doesn’t care about the market as a whole. It only cares about finding opportunities that meet the criteria for capital deployment.
OUR GUEST
Marcos Bueno
Marcos Bueno is the founder and CIO of Ascent Systematic Advisors LLC. Previously, he was the CIO at Argon Capital Management, Partner and Senior Portfolio Manager at the London office of Graham Capital, Portfolio Manager at JPMorgan’s proprietary trading desk, and he also worked at Goldman Sachs in the Multi-asset derivatives structuring and in the Power & Gas M&A teams. Mr. Bueno obtained an MBA with Honors from The Wharton School, holds an MS in Economics and Applied Mathematics from Ecole Polytechnique in France, and a BS and MS in Industrial Engineering from UPM in Spain. He is a marathoner and former national level competitive track & field athlete.
OUR HOST
Jamie Uppenberg
Jamie has 15+ years in digital payments, banking and financial services software development. She’s held several executive management positions in digital product software delivery, working various digital payment projects with big tech such as Apple and Google. Jamie brings extensive compliance, regulatory and KYC product and process management.
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