HedgeNordic: The Awkward Problem with Managed Futures ETFs
In both 2024 and 2025 (through July), managed futures ETFs materially outperformed more expensive hedge funds and mutual funds. Cumulatively over the past 19 months, the average ETF has outperformed hedge fund and mutual fund peers by a rather staggering 730 bps and 900 bps, respectively. Through a different lens, 85% of ETFs outperformed in […]
etfexpress: Simplify set to launch index-based DBMF clone
The Simplify DBI CTA MF Index ETF will be a cheaper, index-based clone of the original ETF, with fees of 35 basis points, against the original’s 85 basis points, and will be Swap-based rather than trading futures directly. DBi’s managing member, Andrew Beer, says: “Simplify tells me their vision is to bring the index revolution […]
What They’re Only Now Starting to See ft. Andrew Beer [PODCAST]
In this week’s Systematic Investor episode, Niels and Andrew Beer explore how a broken 60/40 paradigm is forcing wealth managers into a new world of “other” diversifiers. Andrew reflects on the Goldman Sachs report about private wealth flows, the rise of liquid alts and why big houses are suddenly launching trend ETFs. Listen below! What […]
Built to Scale – A Structural Look at DBi’s Approach
Executive Summary The capacity of a strategy is an important question in asset management, often tied to the strategy’s ability to scale without materially impacting returns. Investment strategies, whether in private or public markets, encounter diminishing alpha as assets under management (AUM) grow. However, not all strategies are equally capacity constrained. In this paper, we […]
How to Chaos-Proof Your Portfolio
Nobody knows for sure if the 60/40 portfolio is dead. But any extended period of inflation probably would kill it, as it has in the past. Bonds, which are fixed-dollar obligations, are almost guaranteed losers if they have maturities of any significant length in an inflationary period. Even if they wind up eking out victory […]
SEI Launches Multi-Strategy Alternative ETF
OAKS, Pa., Sept. 3, 2025 /PRNewswire/ — SEI® (NASDAQ: SEIC) today announced the launch of the SEI DBi Multi-Strategy Alternative ETF (NASDAQ:QALT) following the reorganization of the SIMT Liquid Alternative Fund to an ETF. As part of SEI’s growing lineup of ETFs, the SEI DBi Multi-Strategy Alternative ETF will adopt the same strategy as the mutual fund, now delivered […]
SI348: The Quiet Cost of Overfitting ft. Andrew Beer | TCAF 184 [PODCAST]
Andrew Beer returns to confront a moment of reckoning for trend following. As managed futures suffer one of their worst periods in decades, he and Niels explore a deeper question: has the strategy evolved in ways that undermine its edge? Listen below! SI348: The Quiet Cost of Overfitting ft. Andrew Beer
Greed Is Good | TCAF 184 [PODCAST]
On episode 184 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guests Andrew Beer and Sam Ro to discuss: who wins in a trade war, the real value of hedge funds, liquid alts, active ETFs, and much more! Listen below! Greed Is Good | TCAF 184
CTAs vs ETFs: The Showdown That Could Change Everything ft. Andrew Beer and Tom Wrobel [PODCAST]
Andrew Beer and Tom Wrobel joins us to talk about the current state of global markets and the pivotal changes affecting our industry. We’re all feeling the shift in dynamics, and we’re here to unpack how that impacts our investing approaches. From the rise of new ETFs to the ongoing debate about the future of […]
Year-End Roundtable: The Future of Trend Following and Market Dynamics (Part 2) [PODCAST]
Join us for Part 2 of our Year-End discussion between all of the hosts on the Systematic Investor Series where we debate the trends and themes shaping the investment landscape heading into 2025. The episode highlights the significance of social media and podcasts in increasing awareness of systematic investment strategies, as well as the challenges […]
