• 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
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FundFire Interview with Andrew Beer: "Liquid Alts Face 'Major Reset' Ahead"

In this interview with Lydia Tomkiw, Andrew Beer describes the issues liquid alternatives currently face and explains how generation two liquid alternatives product offer a solution. Synopsis from FundFire Alts: Many hedge fund managers have avoided the liquid alternatives space out of fear of cannibalizing their high-fee core business, says Andrew Beer, managing partner and…

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Generation Two Liquid Alts – A Two Part Series in WealthManagement.com

Andrew Beer's recent two part series in WealthManagement.com provides an insightful look at the evolution of liquid alternatives and describes in detail how the shortcomings of "Generation One" liquid alternatives have paved the way for “Generation Two” products to deliver on the promise of their predecessor.   Part I:  Generation One Liquid Alts: Three Problems…

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l1st

Pensions & Investments: Liquid alternatives – 2.0

Included below is Andrew Beer’s most recent article in P&I, which was featured in the Industry Voices section: Liquid alternatives – 2.0 Excerpt: Liquid alternatives are broadly defined as strategies that are available in registered funds (mutual funds, exchange-traded funds and UCITs) that seek to provide investors with diversification benefits and downside protection. Following the…

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l1st

'Liquid Alts' Needs to Go: Managers

Ignites article by Grace Jennings-Edquist with quote from Andrew Beer Liquid alternatives may be ripe for rebranding. Excerpt: The once-hyped product type has become associated with high fees and vague definitions, and avoiding the phrase “liquid alts” altogether might be the best option to help resuscitate sales, according to asset managers who have taken issue…

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l1st

Beachhead Capital Makes the Case for “Generation Two” Liquid Alternatives

PRESS RELEASE (New York, 6 April 2017) – Beachhead Capital Management (“Beachhead”), an innovative alternative investment manager, announced the release of a new report:  Generation Two Liquid Alternatives:  Built to Meet the Needs of Asset Allocators. [download id="4368" ] This timely report addresses two key questions for investors today:  why were many investors disappointed with…

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Beachhead Capital Nominated Twice at Investors Choice Awards

 (New York, 23 March 2017) – Beachhead Capital Management, LLC (“Beachhead”), an investment advisory firm that specializes in liquid alternative investments, is pleased to announce that its Managed Futures Dynamic Beta and Stable Return Dynamic Beta strategies have been nominated in their respective categories at the Investors Choice Awards 2017. The annual Investors Choice Awards…

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l1st

FundFire: Three Myths about Hedge Funds and the Replicator Challenge

The performance of hedge fund replication has exposed three myths about hedge funds, writes Andrew Beer of Beachhead Capital. Excerpt: Myths die hard. Ten years ago, well-respected researchers concluded that simple, low cost replication-based portfolios could match or outperform illiquid, high cost hedge funds. On cue, legions of funds of funds managers and consultants whose…

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Beachhead Capital Management’s Equity Hedge Dynamic Beta LO Strategy Selected for the SMArt Xchange

For Immediate Release Press Release--New York, NY. February, 28, 2017 -- Beachhead Capital Management’s (“Beachhead”) long only, ETF-based, model-delivery Equity Hedge Dynamic Beta investment strategy has been selected for inclusion on the SMArt Xchange (‘SMArtX’), a collaboration between HedgeCoVest LLC and SS&C Advent, part of SS&C Technologies (NASDAQ:  SSCI). SMArtX is a next generation unified managed accounts…

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l1st

Beachhead Capital Management’s Dynamic Beta Strategies Added to Mercury iFunds™ Digital Platform for Alternatives

Press Release--New York, NY., Feb. 14, 2017 -- Beachhead Capital Management’s (Beachhead) Equity Hedge Dynamic Beta and Managed Futures Dynamic Beta strategies have been selected for inclusion on the Mercury iFunds™ platform, a state of the art, end-to-end digital solution with a broad range of alternatives products across the liquidity spectrum. "We are very proud to partner with Mercury and the iFunds™ platform. This will enable…

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