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Excess Returns
Why Most Investors Won't Buy the Best Diversifier | Andrew Beer on Managed Futures
Dec 5, 2024
Andrew Beer, managing over a billion dollars at Dynamic Beta Investments, dives into managed futures and their potential for portfolio diversification. He discusses the misconceptions surrounding these strategies and the challenge of getting investors on board despite their benefits. The conversation highlights the importance of clear communication, simplicity over complexity, and adapting to market conditions. Andrew also touches on the evolving ETF landscape and the role of AI in investment management, offering insights valuable to both professionals and individual investors.
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Quick takeaways
- Managed futures offer significant portfolio diversification benefits, yet they remain underutilized due to misconceptions about their complexity and performance.
- Simplifying the narrative around managed futures is crucial for advisors to effectively communicate their practical benefits to potential investors.
Deep dives
The Long-standing Hedge Fund Strategy
A hedge fund strategy that has stood the test of time for over 50 years is highlighted for its consistent performance across various market conditions. It emphasizes that the most effective hedge fund managers focus on simple, fundamental bets rather than complex strategies. This approach contrasts with the common perception that complexity equates to better outcomes. The idea is that the most skilled investors can discern the core principles behind their expenditure, enabling them to adapt and thrive despite changing market dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode