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Using Momentum as a Powerful Diversifier

Credit Suisse Managed Futures' flexible strategy could make it an interesting choice in a broader portfolio context.

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Jason Kephart: Credit Suisse Managed Futures Strategy is a smaller fund in the managed futures category but it's one that's worth keeping an eye on. This fund is a classic trend-follower. That means it's looking for price momentum across equities, bonds, currencies, and commodities, and where it finds positive price momentum, it will invest long, and where it finds negative price momentum, it will invest short.

This flexibility leads to a really interesting alternative strategy. It tends to have low correlation to equities and bonds over time. So, in a greater portfolio context, this fund could be a really powerful diversifier. For long-term investors looking for more diversification, this fund is one to keep an eye on.

Jason Kephart does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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