• 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: 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…

29 0
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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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l1st

Hedge fund investors apply core-satellite

Link to P&I article with a quote from Andrew Beer Strategy an answer to issue of higher fees for mediocre performance by Christine Williamson — February 6, 2017 Excerpt: Institutional investors are beginning to dramatically restructure their hedge fund portfolios, pairing a core allocation of cheaper alternative beta investment strategies with a satellite portfolio of…

17 0
l1st

It’s Time to Clean Up Managed Futures Mutual Funds

Our latest commentary on the liquid alts space has been published in WealthManagement.com: It’s Time to Clean Up Managed Futures Mutual Funds “Fair fees” and “managed futures” have been the investment equivalent of an oxymoron. by Andrew Beer Click here to read the full article

20 0
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Barron's: How Some Hedge Funds Have Ripped You Off

In his most recent article in Barron's, Andrew Beer lays out the unsavory ways many funds have been marketed by wealth managers. Excerpt: If you’ve been invested in hedge funds over the past decade, you probably feel cheated. And you should. No, the problem isn’t that you were overcharged by hedge fund managers – they’re…

10 0
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Barron's: Hedge Fund ETFs Disappoint

ETFs that aim to replicate hedge fund returns employ many different strategies—with mixed results. By Sarah Max — December 24, 2016 Excerpt: “Alternative beta “tends to produce more predictable results,” says Andrew Beer, managing partner at Beachhead Capital Management, which uses exchange-traded funds to create its own hedge fund replications for advisors and wealthy individuals.…

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l1st

Hedge funds fees take a trim

Link to FT article with quote from Andrew Beer Traditional ‘2 and 20’ fees are becoming outdated as managers seek to keep investors happy by: Lindsay Fortado — December 22, 2016 Excerpt: The willingness to negotiate on fees shows how the longstanding 2 and 20 formula for hedge fund fees is becoming outdated. While there…

11 0
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…

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