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The 60/40 Model Is Failing Investors
It’s time to re-think core fixed income allocations
For decades, the 60/40 stock-bond portfolio was the standard in asset allocation. Why is this strategy now falling short, and what steps can investors take to achieve an optimal mix of growth and stability in their portfolios?
In this white paper, we delve into the flaws of this once-popular model, particularly its reliance on an era of historically low-interest rates and benign market conditions, and propose an effective alternative for core fixed income portfolios.
What’s inside?
A critical analysis of the 60/40 model: Understand why this popular strategy gained traction during an exceptional period—and why it may falter in the years ahead.
The case for shorter duration fixed income: Learn how a tilt toward shorter-duration credit could provide better protection against interest rate risk, reduce volatility, and capture opportunities for outsized returns.
A more effective fixed income strategy: Discover why we believe most investors would benefit from reallocating their fixed income exposure to a more resilient and rewarding approach.
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Past performance is not a guarantee of future results.
Mutual Fund investing involves risk. Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. The risk is generally greater for longer term debt securities. Investments by the Fund in lower-rated and non-rated securities present a greater risk of loss to principal and interest than higher rated securities. The Fund may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods.
The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company. Please read it carefully before investing. A hard copy of the prospectus can be requested by calling 866-996-FUND (3863).
Intrepid Capital Management Funds are distributed by Quasar Distributors, LLC.