• Liquid
  • Transparent
  • Low Cost
INVEST LIKE A HEDGE FUND MANAGER WITHOUT THE CONSTRAINTS.
GET STARTED
OUR OBJECTIVE
SEEK TO MATCH OR OUTPERFORM LEADING HEDGE FUNDS
(SMART MONEY INVESTORS)
EFFICIENT
  • Daily liquidity
  • Highly liquid underlyings
  • No counterparty risk
FLEXIBLE STRUCTURE
  • Signal Trading or Managed Accounts
  • Portfolio can be customized to minimize transaction costs
LOW COST
  • Low fees
  • Low transaction costs
  • Can be tax managed
RISK MITIGATION AVAILABLE
A proprietary risk overlay can automatically reduce risk and protect capital

HOW IT WORKS

EXPOSURES

Proprietary quantitative and qualitative methodology to determine core hedge fund exposures

INPUTS

Utilizes publicly-available data, hedge fund databases, manager returns, prime brokerage reports and other sources of information

PORTFOLIO

Invests directly in ETFs to replicate those exposures

FREQUENCY

Weights are rebalanced monthly

SAMPLE PORTFOLIO

U.S Large Cap 16%
U.S Small Cap 23%
Ex U.S 12%
Emerging Markets 12%
Dollar Index 18%
Intermediate Treasuries 8%
Cash 11%
COMPANY HISTORY

Beachhead Dynamic Beta, a division of Beachhead Capital Management, has one of the longest live track records (eight plus years) in delivering hedge fund returns at low cost and with superior liquidity.
Its tenured team of hedge fund professionals publishes rigorous institutional research on hedge funds and industry dynamics that is often featured in industry publications.
Beachhead Dynamic Beta claims compliance with GIPS and has been independently verified by Ashland Partners.

  • 2015
  • Dynamic Beta available on Envestnet

    December 10, 2015
  • LAUNCH OF THE SEI LIQUID ALTERNATIVE FUND (UCITS)

    November 13, 2015
  • CREATION OF THE GIPS COMPOSITE

    June 1, 2015
  • 2014
  • LAUNCH OF SNAAX – THE SEI MUTUAL FUND WE SUB-ADVISE

    December 19, 2014
  • 2012
  • LAUNCH OF THE FIRST EQUITY HEDGE MANAGED ACCOUNT

    June 9, 2012
Our Dynamic Beta Team

Andrew D. Beer

Portfolio Management

Mathias Mamou-Mani

Quant Research

Matthew McCown, CFA

Trading

Elena Bushujeva

Operations

Gregory J. Troccoli

Business Development

Christine Woodhouse

Legal

Barney Taglialatela

Finance & Compliance

Barbara Larisch Nadel

Human Resources

OUR RESEARCH

Diversification and Liquid Alternatives in 2016

Webinar

Equity Hedge Dynamic Beta

Smart Money Insights

Portfolio Diversification

Smart Money Insights

Why China Matters

Smart Money Insights

Hidden Risks in 60/40 Portfolios

Smart Money Insights

Japan & Abenomics

Smart Money Insights

The Euro

Smart Money Insights

Latest Blog Posts
l1st

How Equity Long/Short Hedge Funds Really Generate Alpha

As Andrew Beer explains in his most recent article in Hedge Fund Intelligence, the largest source of alpha probably isn't what you think. The typical investor assumes that equity long/short funds generate alpha - or value added - in three ways: stock selection, shorting, and market timing.  This is only partially true. Surprisingly, the largest…

5 0
l1st

Some hedge funds are poised to make serious money off of Trump's shocking win

Lots of people were surprised by Donald Trump's victory in the US presidential election. But some hedge funds positioned themselves for this outcome — and might end up performing better than they did after Brexit. Click here to read the full article and view Andrew Beer's quote in Business Insider today

20 0
l1st

History is Repeating Itself with Trends in Smart Beta

(or, Why the Quality Factor Will Disappoint Investors) In this article in HFMweek, Beachhead’s managing member, Andrew Beer, talks about the quality factor and concludes that, rather than reflect a new risk premium, it is more likely the statistical validation of a long-term convergence of growth and value investment strategies.  As a result, returns going…

27 0
l1st

NYSSA Keynote Presentation: Emerging Hedge Funds: Today versus 2006

In his keynote address to the New York Society of Security Analysts (NYSSA), Andrew Beer shared his views on launching a hedge fund in today’s environment and discussed the many ways in which the process changed over the last decade. This presentation was very well received and we suspect that it will likely be of…

24 0
l1st

ETFs Offer Hedge Fund Returns, Without The Fees

The following interview with Andrew Beer appeared in the October, 2016 issue of ETF Report.  In this exchange, Beer explains how Beachhead evaluates long/short strategies and replicates hedge funds using ETFs. Introduction: While many hedge fund strategies can deliver great performance, sky-high management fees often eat into returns, poaching as much as 80% of alpha…

14 0
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Should you ignore financial academic research?

Excerpted text from Andrew Beer’s article in Investment Europe today: Marketers like nothing more than to pitch a product “grounded in decades of academic research.”  The implication is that objective academics have dispassionately studied market phenomena to uncover canonical truths.  In theory, this makes the investment decision easy – think “value outperforms growth” or, more…

11 0
l1st

Risk Premia: Theory vs. Reality

In a recent issue of Hedge Fund Intelligence, Beachhead Capital Management’s Andrew Beer explains why the theory of risk premia investing is complicated in practice.   Click here to register and access the full article, or contact us for additional information

25 0
l1st

P&I Article: What every allocator needs to know about hedge fund replication

From guest contributor Andrew Beer: In the current heated debate on hedge funds, there's no middle ground. You're either pro or con, in or out, red or blue. But this is, frankly, stupid. Hedge fund proponents make legitimate points about diversification, but fail to acknowledge where they've been flat-out wrong on many issues (e.g. wishful…

23 0
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Liquid Alternatives: What Happened and What Comes Next?

Earlier today, Andrew Beer moderated a panel discussion on liquid alternatives with Jerry Pascucci, Managing Director, Head of Alternative Investments at UBS and Robert Martorana, Director of Research at Dover Financial Research.  This NetMeeting, "Liquid Alternatives: What Happened and What Comes Next?" was offered exclusively to members of Money Management Institute.  If you would like…

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