Separately Managed Accounts - (SMAs)
Directional Interest Rate Strategy
The Directional Interest Rate Strategy (DIRS) is a liquid, transparent, absolute return oriented fixed income based strategy focused on the US Treasury markets. The strategy attempts to generate positive returns in both rising and falling interest rate environments by employing active duration management. The strategy is a translation and implementation of an institutional hedge fund manager.
Democratized Minimum Account Size: $100,000 - For availability click here
Additional Information:
Bandon Hedged Equity
Bandon's Hedged Equity (BHE) strategy is a liquid, transparent, absolute return oriented equity based strategy which seeks to deliver equity alpha isolated from directional equity market risk. These results are pursued through direct exposure to a concentrated mixture of the highest conviction ideas of a group of fundamental hedge fund managers, coupled with a market hedge
Democratized Minimum Account Size: $100,000 - For availability click here
Additional Information:
Bandon Absolute Return Core
Bandon's Absolute Return Core (BARC) offers exposure to both the Directional Interest Rate Strategy and Bandon Hedged Equity in a single separately managed account. By attempting to deliver alpha within both equity and fixed income markets, the strategy seeks outsized returns with low volatility and reduced market risk.
Democratized Minimum Account Size: $100,000 - For availability click here