Beachhead Capital Appoints Dr. Pankaj Ghemawat to Head Research Advisory Board

(New York, November 7, 2017) – Beachhead Capital Management, LLC (“Beachhead”), an investment advisory firm that specializes in liquid alternative investments, is pleased to announce that Dr. Pankaj Ghemawat, one of the world’s leading experts on competition and strategy, has joined to oversee the firm’s Research Advisory Board, which focuses on structural changes within the asset management industry. Dr. Ghemawat currently serves as a full professor at both the NYU Stern School of Business and IESE Business School in Barcelona, Spain.  Prior to this, he was a professor at Harvard Business School, and was the youngest person appointed to a …

Continue Reading

Beachhead Makes the Case for Solving Major Limitations of Equity Long/Short Investing

PRESS RELEASE (New York, July 18, 2017) – Beachhead Capital Management (“Beachhead”), an innovative alternative investment manager, announced the release of a new report:  Rethinking Equity Long/Short:  How to Solve Poor Performance, Excessive Fees and Blow Up Risk. This timely report breaks down the issues with how retail investors added equity long/short strategies to their portfolios post-crisis.  In particular, the report examines the difficulty of picking winners in the space, and highlights that individual funds are far riskier than most allocators realize.  These issues, combined with a tendency of retail investors to select a single fund per asset allocation bucket, …

Continue Reading

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 co-portfolio manager of dynamic beta at Beachhead Capital Management. FundFire subscribers click here to access the full video, or contact us for additional information.  

Continue Reading

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 Part II: Generation Two Liquid Alts: Replication-Based Strategies

Continue Reading

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 financial crisis, liquid alternative funds grew rapidly as more allocators sought to introduce sophisticated portfolio construction methodologies across portfolios. In recent years, however, growth has slowed as many early adopters expressed frustration that performance had failed to match expectations. In retrospect, these first generation liquid …

Continue Reading

‘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 with the moniker. …New York–based Goldman Sachs Asset Management recently suggested recategorizing liquid alternatives into groups that align with hedge fund classifications. Those five categories are equity long/short, event-driven, relative value, multi-strategy and tactical trading/macro, the firm stated in a report on the topic. That …

Continue Reading

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. This timely report addresses two key questions for investors today:  why were many investors disappointed with the first generation of liquid alternative mutual funds, and what better solutions are available going forward? Liquid alternative products created in the wake of the financial crisis (“Generation One”) often had three issues:  poor performance, high fees and/or highly unpredictable performance.  With short track records, the funds too …

Continue Reading

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 honor fund managers that have achieved outstanding risk-adjusted absolute returns during the preceding calendar year.  Fund managers from around the world are considered for the awards by some of the most distinguished institutional investors in the industry. The judges apply a holistic approach to the …

Continue Reading

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 jobs depend on selling “mysterious and opaque” hedge funds leaped to the defense of their products. Well, a decade later, the data is in, and the critics were wrong. The performance of hedge fund replication exposed three myths about hedge funds: 1. Hedge funds are …

Continue Reading

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 platform open exclusively to clients of SS&C Advent.  SMArtX combines HedgeCoVest’s proprietary trading and managed accounts technology with SS&C Advent’s powerful suite of tools for wealth advisors.  This proprietary trading technology will enable SS&C’s client base of advisors using Axys ®, APX, or Black Diamond …

Continue Reading