• 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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Smart Money Insights: Weekly Brief July 19

A Tenuous Recovery in European Markets Markets have rebounded following the momentous Brexit vote in the U.K. on June 23rd. The S&P 500 and the MSCI EAFE have both rallied over 8% since June 28th. Despite the post-Brexit rebound, the Wall Street Journal has pointed out that investors are fleeing European equity funds. Approximately $9.7BN…

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Low-Fee ETFs Can Be a Form of Alpha, Says Beachhead Capital’s Andrew Beer

In a recent interview with Bloomberg, Andrew Beer shares his view on hedge fund replication and describes in detail how the Equity Hedge Dynamic Beta strategy utilizes a handful of ETFs to give investors exposure to the 40 largest equity hedge fund managers, without the standard 2-and-20 fee structure. Click here to read the full…

14 0
l1st

The Hypocrisy That's Turned Hedge Fund Activists Into Billionaires

By Andrew Beer, guest contributor to Forbes.com Hedge fund activists have attracted hundreds of billions of dollars in investor capital over the past decade with a strategy to bring accountability into corporate boardrooms. Prominent funds have taken on corporate icons ranging from Microsoft and DuPont to eBay and PepsiCo, running campaigns to refocus operations and…

11 0
l1st

Smart Money Insights: Weekly Brief July 6

Italy: A New European Crisis Brewing? The fallout from the Brexit referendum has left the British political establishment in disarray, with no clear successor for David Cameron in sight. Businesses are postponing investment and some are weighing a relocation to the Continent. Meanwhile, all is not well for Britain’s neighbors to the south; leaders in…

14 0
l1st

A Hedge Fund Manager’s View on Liquid Alternatives

Included below is an excerpt of Andrew Beer’s article in WealthManagement.com: There’s something amiss in the liquid alts space. After years of stellar growth, adoption of liquid alternatives at wirehouses ground to a halt last year, according to a recent study by the Money Management Institute and Dover Financial Research called Distribution of Alternative Investments…

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l1st

Smart Money Insights: Weekly Brief June 29

Brexit Fallout: Financial The financial market's response to the Brexit decision was swift and dramatic—and the aftermath continues. In the first two days following the referendum, the Stoxx 600 index fell nearly -11% while the S&P 500 declined -5.3%. The pound sterling lost -11.1% against the U.S. dollar and -14.6% against the Japanese yen. Meanwhile,…

12 0
l1st

The Trouble with Alpha: Part I

Investors equate “alpha” to outperformance.  A high alpha fund presumably delivers substantial excess returns relative to its benchmark. True alpha is short-hand for manager skill.  Statistically, alpha simply is the result of a linear regression between two return streams. The regression finds the straight line (ordinary least squares) that best fits the time series. Visually,…

7 0
l1st

Institutional Investor: A Hedge Fund Adviser’s Open Letter to Pension Trustees

Included below is an excerpt of Andrew Beer's article published on June 20, 2016: It's hard to pick up a financial newspaper these days without seeing some sort of piece on a purported hedge fund disaster.  There are a number of reasons, I surmise, that this is the case: The "rich guy gets hammered" trope…

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l1st

Smart Money Insights: Weekly Brief June 20

The Collapse of Visium At its peak, Visium Asset Management oversaw $8BN across five hedge funds and a mutual fund focused largely on the health care sector. The firm recently announced that it is liquidating four of its funds and selling another to AllianceBernstein. The liquidations followed the arrest of a high-profile portfolio manager at…

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