DYNAMIC BETA
TARGET PRE-FEE PERFORMANCE
MINIMIZE SINGLE MANAGER RISK
REASONABLE FEES
POSITION-LEVEL TRANSPARENCY
DAILY LIQUIDITY
CUSTOMIZABLE
WHY DYNAMIC BETA?
Dynamic Beta portfolios seek to match or outperform portfolios of leading hedge funds by identifying, and investing directly in, the key drivers (factors) that explain recent pre-fee performance. DBi’s proprietary Dynamic Beta Engine is based on over a decade of research into the primary sources of returns among Equity Long/short, Managed Futures and Multi-strategy hedge funds. Dynamic Beta portfolios consist only of highly-liquid futures and/or ETFs.
1
FACTORS TILTS EXPLAIN THE MAJORITY OF HEDGE FUNDS RETURNS
2
MINIMIZES SINGLE MANAGER RISK
3
FEE DISINTERMEDIATION GIVES A 300 BPS+ HEAD START
KEY POINTS
INVEST IN THE DRIVERS OF HEDGE FUND PERFORMANCE, NOT HEDGE FUND THEMSELVES
Potential to match or outperform leading hedge funds without single manager risk
Reasonable fee structure ensures proper alignment with clients
INTERESTED IN DYNAMIC BETA?
AS FEATURED IN
SEI EQUITY LONG/SHORT
MORNING STAR
MANAGED FUTURES DBi
FINALIST
