ETFs Offer Hedge Fund Returns, Without The Fees

The following interview with Andrew Beer appeared in the October, 2016 issue of ETF Report.  In this exchange, Beer explains how Beachhead evaluates long/short strategies and replicates hedge funds using ETFs. Introduction: While many hedge fund strategies can deliver great performance, sky-high management fees often eat into returns, poaching as much as 80% of alpha over the past 10 years, according to Beachhead Capital Management. ETFs offer an alluring alternative, allowing investors to copy hedge fund strategies without all the fees. Since 2012, Beachhead has been doing just that. The New York City-based firm uses liquid ETFs and other instruments …

Continue Reading

The alternative alternative ETF

In a recent interview in Wealth Adviser, Andrew Beer describes in detail how Beachhead Capital’s Dynamic Beta Strategy differs from smart beta ETFs and explains why the strategy is a viable option for institutional investors and consultants in search of an “alternative” alternative allocation for their portfolios. “In 2012 we thought there was an opportunity for US high net worth investors who are sensitive to tax issues to create a product using long ETFs. We wanted to create a product that could match or outperform their long/short hedge fund portfolio but only in long ETFs,” Beer explains. “We have found …

Continue Reading