Risk Profile: Moderate Growth
The Bandon Directional Interest Rate Strategy ("Directional") uses a consistent disciplined approach employing a multi-factor model to project appropriate monthly fixed income exposure. Directional invests on a monthly basis (one trade per month) in U.S. Treasury based mutual funds.
Portfolio Diversification and Correlation Analysis:
When diversifying your portfolio, it is important to understand how each strategy correlates to your other positions. We believe the key to long-term success is how you weave a number of low-correlating strategies into your portfolio and manage those allocations over time.
For an explanation on strategy correlation and comparisons to other indices, click on the Correlation Matrix link on the right. A 1.00 correlation would be a perfect correlation. A 0.000 correlation reading would imply a non-correlation. Generally, readings below 0.50 reflect a low-correlation.
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