Bringing you live news and features since 2006 

Bandon completes fifth year of flagship investment strategy

RELATED TOPICS​

Bandon Capital Management, an investment management company, has completed the fifth year of its flagship investment strategy, DIRS – Directional Interest Rate Strategy.

Bandon Capital Management, an investment management company, has completed the fifth year of its flagship investment strategy, DIRS – Directional Interest Rate Strategy.
 
The strategy seeks to provide investors with absolute returns, uncorrelated with the equity and fixed income markets, by investing in the US treasury market using exchange-traded funds or mutual funds and is available to non-accredited investors.
 
Over the last five years the Directional Interest Rate Strategy has produced annualized returns of +7.09 per cent net of all fees. Over the same time period the S&P 500 has lost 2.15 per cent and the Barclay’s Aggregate has returned +5.14 per cent. 

Bill Woodruff, founder and managing principal, says: ‘We’re incredibly proud of this milestone. This is an investment area where there is a tremendous amount of product development activity and innovation. As advisers and their clients increasingly seek non-correlated, absolute return strategies we stand out for both the length and strength of our track record.’

Latest News

HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..
VanEck has reached USD10 billion in assets under management in Europe for the first time in April 2024...
Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according to a benchmark study published..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by