309 SE Osceola St., Suite 350, Stuart, FL 34994 info@dunncapital.com 772-781-3290
1974

DUNN Capital Founded

$1 Billion

Assets Under Management

54

Markets Traded

ABOUT DUNN

In the Beginning

DUNN Capital was founded by William A. Dunn, PhD in 1974.  Bill was a pioneer in applying quantitative techniques to financial markets and developing rules-based portfolio management.  He was in uncharted territory at the time, breaking new ground in choosing to be strictly data-driven in his decision making and eliminating all subjectivity and emotion.

Now

DUNN Capital has been led since 2007 by Martin Bergin, Bill’s long-time protégé and the President and Owner of the firm.  Since taking the reins, Marty has reinvigorated the firm’s focus on research and technology and has cultivated a culture of continual improvement.  During this new era, DUNN has assembled a talented R&D team of 6 professional researchers and has built a new simulation technology platform from scratch.  These investments have been rewarded, with the team implementing two material sets of enhancements (and numerous smaller ones) into the firm’s flagship trend following strategy, addressing all three elements of trading: entry, risk control, and exit.  The changes have been highly effective in improving the strategy’s robustness and risk-adjusted performance.

Today, DUNN manages over $1B in client assets worldwide. DUNN’s goal is to offer the best in class long term systematic program that performs in the widest range of market conditions possible while still maintaining a trend-following return profile.  The firm remains committed to its core principals of keeping its incentives aligned with those of its clients, staying focused on systematic scientific processes and going where the data leads.

COMPANY HIGHLIGHTS

6

Research Professionals

22

Employees

2

Trading Programs

6

Investment Vehicles

LEADERSHIP

Executive Management

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Martin H. Bergin
President and Owner

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James R. Dailey
Chief Executive Officer

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David A. Kauppi
Chief Financial Officer

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David E. Dreyer
General Counsel

Research

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Daniel E. Dunn, M.D., Ph.D.
Vice President

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Roberto Osorio, Ph.D.
Vice President

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Stefan Wintner
Vice President

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Christian Silva, Ph.D.
Senior Research Analyst

Investment Strategy

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James R. Curley
Executive Vice President

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Jenny Kellams
Vice President

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Melissa L. Sprafkin
Vice President

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Niels Kaastrup-Larsen
Managing Director of DUNN Capital (Europe)