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 …

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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 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 …

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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 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 …

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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 a broader range of advisors to access our low cost, liquid alternative investments strategies,” said Andrew Beer, Managing Partner of Beachhead.  “Our collaboration addresses investor demand for prudent diversification without high fees and illiquidity.” Beachhead’s Equity Hedge Dynamic Beta and Managed Futures Dynamic Beta strategies …

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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 alpha-generating hedge funds. The trend is nascent but gradually gaining converts, attracting interest from asset owners fed up with paying hedge fund managers high fees for promised alpha that turns out to be market beta, observers said. Money managers and consultants report they’ve seen huge …

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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

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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 simply tried and true capitalists seeking to maximize profits. The bigger issue is that the cottage industry of advisors, consultants and private bankers who put you into hedge funds in the first place were supposed to watch your back…and didn’t. The problem: Most people in …

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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. His method: Track the 40 largest long/short hedge funds and use historical information to predict how they will respond to market changes. He then uses ETFs to choreograph similar moves. Barron’s subscribers: click here to read the full article

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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 has always been pressure on hedge fund managers to reduce their fees, some of the highest in finance, lacklustre performance this year by several of the biggest names in the industry has forced funds who once billed some of the highest rates in the industry …

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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 source of alpha is factor tilts. Click here to register and access the full article, or contact us for additional information.  

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