Sept. 8, 2022

Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper

Andrew Beer, Dynamic Beta Investments: Replicating Hedge funds in an ETF Wrapper

Our guest today is Andrew Beer, Managing Member and Co-Portfolio manager for Dynamic Beta Investments, an investment firm founded in 2012. Over the past decade, Andrew’s singular focus has been to identify strategies to match or outperform portfolios of of leading hedge funds...


Our guest today is Andrew Beer, Managing Member and Co-Portfolio manager for Dynamic Beta Investments, an investment firm founded in 2012.

Over the past decade, Andrew’s singular focus has been to identify strategies to match or outperform portfolios of leading hedge funds with low fees, daily liquidity, and less downside risk.

Andrew has been in and around the financial services and hedge fund industry in particular for more than 25 years.

In today’s episode, we will discuss Andrew’s journey to starting dynamic beta, democratizing access to hedge fund strategies at a reasonable costs, the benefits of replication and managed futures for portfolios, and building investment solutions to solve for client needs.

My name is Frank Garcia and I currently serve as the president of CFA Society Orlando and will be your host today. Please enjoy the episode.

Show Notes:

Past guest include Cliff Asness, Jason Zweig, Annie Duke, Morgan Housel, Raphael Bostic, and many more.