{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/670031fd8071cc42a673844d/674ede445ca4ec05c95685cd?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Ep 25 - Winton co-CIO Simon Judes on performance trends, innovation and the future in CTA investing","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/670031fd8071cc42a673844d/1733221320579-896b38b7-fcb8-4a63-9826-4bdc263d5f00.jpeg?height=200","description":"<p>Start by signing up to AFI's FREE weekly intel newsletter: alternativefundinsight.com/newsletter-sign-up/*</p><p><br></p><p>In the first episode of the second series of the AFI podcast, host Will Wainewright is joined by Simon Judes, co-CIO at Winton, a $13bn systematic specialist hedge fund in London. See topics covered in the notes below.</p><p><br></p><p>You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.</p><p><br></p><p>Contact Will: will@alternativefundinsight.com Visit the website: www.alternativefundinsight.com</p><p><br></p><p>Follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight</p><p><br></p><p>Release date: 3 December 2024</p><p><br></p><p>*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*</p><p><br></p><p>00:40 - Introduction to AFI research offering and partner note.</p><p>1:37 - Introduction to Simon Judes (background, career, role) and Winton (AuM, headcount, regional footprint)</p><p>3:43 - CTA performance overview in 2024</p><p>6:26 - Historic backdrop to CTA performance; trend or non-trend now key?</p><p>7:33 - Trend-following speed debate</p><p>9:37 - Is diversification key to the appeal?</p><p>11:20 - Insights into business development</p><p>12:49 - Latest research focus (medium frequency strategies in macro and equity markets; systematic commodities; systematic credit; specialised interest rate strategy; and upcoming options strategy)</p><p>14:14 - Focus on systematic credit</p><p>15:32 - Focus on multi-strategy product</p><p>17:10 - Its place within wider Winton range</p><p>18:30 - Talent and recruitment</p><p>20:46 - London hedge fund industry being globally significant. What about Abu Dhabi?</p><p>22:05 - Current CTA positioning looking to 2025</p><p>23:43 - Role of more esoteric strategies</p><p>24:13 - Trading China</p><p>25:21 - Future of CTAs</p>","author_name":"Will Wainewright"}