Wed, Nov 11, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Mutual fund and ETF-focused absolute return strategy marks fifth year with +7.09% annualized returns for non-accredited investors

Wednesday, August 12, 2009

From Kirsten Bischoff, Opalesque New York:

As more financial firms look to bring alternative investment strategies to retail investors (see Opalesque's recent two-part story: Hedged mutual funds (HMFs) may be a dominant trend in next hedge fund industry cycle - one and two), Oregon-based Bandon Capital Management celebrated the fifth anniversary of its flagship absolute return investment strategy, which is available to non-accredited investors in a managed account form.

The Directional Interest Rate Strategy (DIRS) utilizes mutual fund investing as well as ETFs to carry out an absolute return strategy invested in the US Treasury Market.

According to the firm's website macro-economic and valuation based principals are utilized to make a forecast that attempts to predict the direction of Treasury interest rates each month. "10-yr Treasury yields are up over 100bps year to date," Bill Woodruff, founder and managing principal of Bandon (www.bandonalts.com) commented to Opalesque. "That is a gigantic move and we have been really successful navigating that."

"Investors are really shunning illiquidity and they are looking for strategies that have a potential to work in a rising ......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m