52 Do Amazing Things Just By Showing Up with Rob Hartman of Pacific Capital Advisors – 2of2
Summary: "The dirty and hard work is how do you survive those consolidations and the difficult periods." - Rob Hartman (Tweet)<br> Rob Hartman knows that showing up is half the battle when it comes to work in any industry. But his viewpoint as a solo fund manager give us deep insight into the inner-workings of a firm and how it deals with drawdowns, track record, and investors' questions. In Part 2 of our conversation with Rob, we dive into his models and programs and how each of them works. We also learn about Rob's background that helps round out this picture of a successful manager.<br> <br> Thanks for listening and welcome to the second part of our talk with Rob Hartman.<br> <br> <br> <br> Subscribe on:<br> <br> <br> In This Episode, You'll Learn:<br> <br> Why Hannah Montana has some life lessons to teach.<br> Rob’s track record and how to read it.<br> What happened when he changed his strategy.<br> "A lot of this is just staying organized and being willing to do whatever it takes to make money for the client in interesting ways." - Rob Hartman (Tweet)<br> <br> The details of the programs he runs.<br> How Vanguard, his flagship product, works.<br> How he manages his momentum trades, or trend following trades.<br> Why his thoughts on position sizing have evolved over time.<br> How he conducts his research and why he doesn't do any discretionary trading on his models.<br> "I’m constantly generating inventory of other strategies that run on other markets." - Rob Hartman (Tweet)<br> <br> The risk that he focuses on as a smaller manager and how he manages that risk.<br> How he deals with questions about drawdowns from investors.<br> How Rob copes emotionally when he experiences a drawdown.<br> "My program isn’t really dependent on not missing the big move." - Rob Hartman (Tweet)<br> <br> What his research process is without a research team.<br> "Success will be defined by the time and diligence you put into ongoing research." - Rob Hartman (Tweet)<br> <br> What is the optimal number of rules for Rob’s models to have.<br> What questions investors are missing in their due diligence.<br> Books he would recommend for would-be managers.<br> The advice he gives to his kids and the lessons he wants to pass on.<br> <br> Resources & Links Mentioned in this Episode:<br> Rob recommends these books:<br> <br> Van Tharp - Trade Your Way To Financial Freedom<br> Rishi Narang - Inside the Black Box: A Simple Guide to Quantitative and High Frequency Trading<br> <br> Rob also mentions getting inspiration from Kathryn Kaminski, who was our guest on Episode 41 and Episode 42.<br> <br> If you want to see Rob in a past life, you can watch his windsurfing "Winning Formula" video on YouTube.<br> This episode was sponsored by Swiss Financial Services:<br> <br> Connect with Pacific Capital Advisors:<br> Visit the Website: www.PacificCapitalAdvisors.com<br> <br> Call Pacific Capital Advisors: +1 650-988-9721<br> <br> E-Mail Pacific Capital Advisors via this form.<br> <br> Follow Rob Hartman on Linkedin<br> "You’re going to be in the 95th percentile if you just wake up, get up, and show up." - Robt Hartman (Tweet)
