Knowledge · Strategies · Clenow-Style Diversified Trend Following

Clenow-Style Diversified Trend Following

Andreas Clenow — 'Following the Trend' (2013, 2nd ed. 2023)
Trend Following Evidence: Strong position futurescommoditiesfxbondsequity_indices
6/10
Relevance for Botty
Systematic trend system across 50+ futures: 50/100 EMA crossover, ATR position sizing to a vol target, equal weighting across uncorrelated markets.
The world's most successful CTA industry trades essentially the same simple system at its core: an EMA crossover as signal, ATR position sizing to neutralize volatility, broad diversification across 50+ uncorrelated futures. The edge lies not in clever signals but in discipline and diversification.
Relevance Score 6/10
Botty trades only BTC perp — the full Clenow effect is not achievable. But: the signal logic (EMA-50/100 + breakout confirmation + ATR stop) can be implemented 1:1 as a single strategy. Combining with an Ether wallet or further Hyperliquid coins would add diversification.

Entry

  • Long: EMA-50 > EMA-100 AND price > 100-day high (Clenow variant)
  • Short: EMA-50 < EMA-100 AND price < 100-day low
  • Trend filter: the 200-day MA direction confirms the signal
  • Diversified across 50+ futures in 4 asset classes

Exit

  • Counter-crossover of EMA-50 vs. 100
  • Stop-loss: 3×ATR against entry (Clenow value)
  • No fixed profit target — trail
NameTyp. valueDescription
fast_ema 50 Fast EMA
slow_ema 100 Slow EMA
atr_period 100 Volatility measurement
risk_factor 0.002 (20 bp) Per-trade risk per ATR
portfolio_vol_target 12-15% Annual volatility of the overall portfolio

Pros

  • Proven over decades of real CTA performance
  • Fully automatable
  • Crisis-proof: positive correlation to vol spikes
  • Clenow documents year-by-year performance for reproducibility

Cons

  • Needs capital for broad futures diversification (min. 500k)
  • Long drawdown phases (sometimes 2-3 years)
  • Hard for retail to implement — futures accounts, margin capacity
  • Weaker since 2010 than historically
cagr
~12-20% for long-term diversified CTAs
notes
Performs especially strongly in crises (crisis alpha). The 2010s-2020s were weaker than 2000-2010.
sharpe
~0.7-1.0
max drawdown
~20-30%
correlation to stocks
~0 bis leicht negativ
Excellent for institutional/multi-asset bots; limited for single-asset retail without asset classes.

Core idea

In Following the Trend, Andreas Clenow documents how CTAs (Commodity Trading Advisors) manage billions with the simplest of rules. The central message of his book: the signals are unimportant, the infrastructure is everything.

Concretely: an EMA crossover on its own delivers a marginal edge. Only in combination with

  • ATR position sizing (constant risk per trade, vol-neutral)
  • portfolio vol targeting (leverage across all positions chosen so that total vol is ~15%/year)
  • broad diversification across 50+ uncorrelated futures
  • disciplined execution without discretion

does a returns pattern emerge that has carried the CTA industry for decades.

The rules

Signal

  • Long setup: EMA-50 > EMA-100 AND price > high of the last 100 days
  • Short setup: EMA-50 < EMA-100 AND price < low of the last 100 days
  • Exit: crossover back OR 3×ATR stop

Sizing

Per market i:

ATR_i = 100-day ATR
Unit_i = Account × 0.002 / ATR_i

I.e. 20 basis points of the account are risked per ATR unit. In the diversified portfolio, total vol is measured across all open positions and the leverage is adjusted.

Why it works

The trick is not signal quality but:

  1. Vol scaling makes positions comparable — a 10% move in gold counts as much as a 2% move in eurodollars.
  2. Diversification across asset classes decorrelates individual false signals — single markets can whipsaw, but not all at the same time.
  3. Fat-tail exposure: when a market really breaks out (commodity supershock, currency crisis), trend followers ride the entire move. These happen 2-3 times per decade — and they generate the bulk of the returns.

Performance data

Clenow documents year by year 2002-2021 in the second edition. Highlights: - 2008: +20% during the equity crash - 2020: +15% during the Covid crash - 2013-2019: stagnating, a few losing years - Long-term CAGR: ~12-15% at ~15% vol

Relevance for Botty

Botty is not a CTA portfolio, but the signal recipe (EMA-50/100 + breakout confirmation) and ATR sizing are directly transferable. The full Clenow effect, however, needs multi-asset diversification — which would mean expanding Botty to multiple Hyperliquid coins (BTC + ETH + SOL + ...) with a shared vol target. That would be a significant architectural upgrade.