The Barbell Effect occurs when something new (innovation, technology or something else) disrupts the established legacy practices of an industry. The result is industry change much like a heavily weighted barbell puts pressure on the middle of the bar forcing it to change shape.
In fixed income investing, the typical Barbell Strategy occurs when half of a portfolio is invested in high-duration bonds and the other half is invested in low duration-term bonds. The resulting portfolio creates a “barbell” because it is heavily weighted at each end of the metaphorical “bar.”
Fintech startup barbell fi seeks to disrupt the housing finance industry in a way much like the Barbell Effect by creating a “new” Barbell Strategy.
Our mission is to combine the housing finance needs and investment needs of high-net-worth individuals with the housing finance needs and wealth creation needs of the first-time homebuyer community.
Our success will create a new “barbell” with benefits for both ends of the bar.
barbell fi 