HDG - Hedge Fund Strategies That Act As Bond Surrogates

• The zero interest rates problem is forcing investors to rethink the traditional 60-40 portfolio and evaluate just what is the role of the "40."
• Alternatives are increasingly being used as 'bond surrogates' in the place of traditional fixed income allocations.
• These strategies have very similar bond-like characteristics in terms of standard deviations but often return 50% more.
• There are many options out there - most of which are high fee and low return.  We detail some popular one's and our picks.
• QAI, BTAL, HDG, MNA are popular.  BIMBX and WNMIX are the best choices.

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