TTU01: Are Research Ideas Overrated? ft. Jason Gerlach of Sunrise Capital Partners – 1of2

Sunrise Capital was the first CTA (Commodity Trading Advisor) ever.

The company has evolved considerably since its inception in the 1970s.

Today on the show, Jason Gerlach, the Chief Executive Officer at Sunrise Capital joins us to discuss the history of the company and about the evolution of their trading strategy over nearly 4 decades. Sunrise has achieved astounding results over the lifetime of the company and Jason provides unique insights to the inner workings of Sunrise.

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In This Episode, You’ll Learn:

  • The story of Sunrise Capitals founding in the early 1970s
  • Rick Slaughter (Sunrise’s Chief Researcher) founded Commodity Monitors – the First Hedge Fund/CTA firm ever launched
  • Jack Forest (Sunrise Commodities) and Gary Davis (Cresta Commodities) – The doctors trading outside the hospital
  • How the three pioneers of the CTA/Commodity Trading Industry came together to form Sunrise Capital Partners in the mid 90’s
  • How Jason was brought on into the firm and developed a succession plan for the business
  • The unexpected story of how Jason “the Attorney” turned into Jason “the Systematic Trading Guy”
  • What Sunrise Capital Partners offer today?
  • How does one structure a CTA firm like Sunrise, what functions and how do you manage them?
  • The role of outsourcing in the day-to-day operations of Sunrise Capital Partners
  • What Sunrise discovered in the early 00’s which indicated to them a decay in long-term trend following and how they responded

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Resources & Links Mentioned in this Episode:


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