Did Morningstar Just Make The Case For Hedge Fund Replication?20210920153300
Did Morningstar Just Make The Case For Hedge Fund Replication?
Photo by Javier Allegue Barros on Unsplash Morningstar recently published two comprehensive reports that should be required reading for anyone interested in the liquid alternatives space. The 2021 Global Liquid Alternatives Landscape tackles the difficult experience of most investors in the space d...
How Hedge Funds Became The New Fixed Income Substitute20210908051816
How Hedge Funds Became The New Fixed Income Substitute
Photo by Brett Jordan on Unsplash Almost overnight, allocators started to swap out fixed income exposure for hedge funds. What’s driving this? Two trends: after large and sudden drawdowns in both 2020 and 2021, many allocators simply want out of traditional fixed income; meanwhile, with alpha bac...
Wrestling with the Hedge Fund paradox20210611155650
Wrestling with the Hedge Fund paradox
Absolut Alternative, a German periodical focused on institutional investors, asked DBi to write a comprehensive history of the liquid alternative space. This is the English version of an article titled, Herausforderung Hedgefunds-Paradoxon, that was published in May 2021.The twenty year effort to cr...
SEI Liquid Alternative Fund wins Best Hedge Fund Index Replication product20210305143136
SEI Liquid Alternative Fund wins Best Hedge Fund Index Replication product
The SEI Liquid Alternative Fund (the Fund), a UCITS hedge fund solution created by SEI Investments (NASDAQ: SEIC) and DBi, won the Hedge Fund Journal 2021 UCITS Award for Best Hedge Fund Index Replication product for the one-, two-, three- and five-year periods ending in 2020.Launched in 2015, the F...
Masters in Business podcast with Barry Ritholz20210122155700
Masters in Business podcast with Barry Ritholz
Andrew Beer, who is a managing member at Dynamic Beta investments LLC and is co-portfolio manager of the firm's investment strategies speaks with Bloomberg Opinion's Barry Ritholz about the hedge fund industry.Listen to the podcast here - or on Bloomberg Opinion's Masters in Business website:...
Dusting Off Graham and Dodd? Hedge Funds Say the Value Rotation is Real20210112155847
Dusting Off Graham and Dodd? Hedge Funds Say the Value Rotation is Real
Have hedge funds bought into to the much-discussed value factor rotation that began in the Fall? The short answer is yes, in a big way.Strategies that replicate portfolios of hedge funds using factor models can determine how hedge funds are positioned today across major equity markets, and how those...
Hedge Funds Are Back!20201130122213
Hedge Funds Are Back!
Pundits love to beat up on hedge funds these days. The glory days are long gone, they argue, and investors should stick to low cost, passive investments like the S&P 500. For nearly every fund that proved its mettle during March, another two imploded. H...
iM DBi Managed Futures Strategy ETF Celebrates One Year Anniversary20200511073918
iM DBi Managed Futures Strategy ETF Celebrates One Year Anniversary
Low Correlation Strategy Proves Well-Suited for Market VolatilityPhiladelphia and New York, May 11, 2020 - iM DBi Managed Futures Strategy ETF (DBMF), one of the first actively-managed Managed Futures exchange traded funds (ETF) on the market, celebrates its one year anniversary. The ETF was l...
iM Global Partner and Dynamic Beta investments Launched Second Alternative ETF20200205103052
iM Global Partner and Dynamic Beta investments Launched Second Alternative ETF
Philadelphia and New York, January 8, 2019 - iM Global Partner and Dynamic Beta investments (DBi) today announced the launch of the iM DBi Hedge Strategy ETF (DBEH), an actively-managed exchange traded fund (ETF) seeking to match or outperform the performance of the largest Global Equity Long/Short ...
The Case For Replication Of Equity Long/Short Hedge Funds20200106115405
The Case For Replication Of Equity Long/Short Hedge Funds
In the wealth management space, many allocators are confronted with a dilemma: The Case for Replication of ELS Hedge Funds_CA ...