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Andrew Beer - 3 It's - 2 Beer - 2 — - 1 Seth Klarman's - 1 we've - 1 Gargi Chaudhuri - 1 Morgan Stanley - 1
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Global - 3 Business - 1 Treasury Bond ETF - 1 Credit Suisse - 1 Morningstar - 1 Lucas - 1 Texas - 1 BlackRock - 1

Search resuls for: "Andrew Beer"


6 mentions found


☆ This classic hedge-fund strategy returned 22% in 2022 when stocks got crushed. Here are 4 ETFs that offer exposure to the portfolio hedging method — including 2 that are up 13% in 2024 alone.
  + stars: | 2024-04-21 | by ( William Edwards | ) www.businessinsider.com   time to read: +4 min
It's called a managed futures strategy. That's according to iM Global Partner, which has the largest exchange-traded fund — iMGP DBi Managed Futures Strategy ETF (DBMF) — that copies the strategy. Meanwhile, a managed futures strategy, with its short-term approach across stocks, bonds, commodities, and currencies, is generally uncorrelated to longer-term bond and stock market performance. From January to October 14, 2022, for example, the Credit Suisse Managed Futures Strategy (CSAIX) was up around 26%. iMGP DBi Managed Futures Strategy ETF (DBMF)January-October 14, 2022 returns: 33.9%2024 year-to-date returns: 13.1%Assets under management: $988 millionFirst Trust Managed Futures Strategy Fund (FMF)January-October 14, 2022 returns: 15.7%2024 year-to-date returns: 7.3%Assets under management: $144 millionKFA Mount Lucas Managed Futures Index Strategy ETF (KMLM)January-October 14, 2022 returns: 50%2024 year-to-date returns: 8.8%Assets under management: $284 millionSimplify Managed Futures Strategy ETF (CTA)
Persons: It's, —, Andrew Beer, Seth Klarman's, Beer, we've Organizations: Global, Business, Treasury Bond ETF, Credit Suisse, Morningstar, Lucas Locations: DBMF, lockstep, VettaFi
☆ Oil prices and the dollar surged in the third quarter. These ETFs can help you reset your portfolio
  + stars: | 2023-09-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +7 min
.DXY 1Y mountain The dollar index hit new highs for 2023 in September. "Energy equities haven't really kept up with the energy market rally," she added. The latest iShares outlook highlighted the firm's U.S. Energy ETF (IYE) as a way to play higher oil prices. Other major funds in that category include the Energy Select Sector SPDR Fund (XLE) , the Vanguard Energy Index ETF (VDE) and the Fidelity MSCI Energy Index ETF (FENY) . Investors can outsource currency market decisions in the form of managed futures ETFs, which have exposure to currency markets in addition to other asset classes.
Persons: Gargi Chaudhuri, Morgan Stanley, Sasikanth Chilukuru, It's, Chaudhuri, Todd Sohn, Sohn, Andrew Beer, Beer, You've, Anastasia Amoroso, There's, Amoroso Organizations: Texas, BlackRock, iShares, Energy, U.S . Energy, Vanguard Energy, Fidelity MSCI Energy, Wall, U.S ., Invesco DB, Fund, WisdomTree Bloomberg, Investors, Global, Apple, Nvidia Locations: U.S, Saudi Arabia, DBi, Japan
☆ This sophisticated investing strategy could be making a comeback after a blow to the FTC
  + stars: | 2023-08-13 | by ( Valida Pau | ) www.cnbc.com   time to read: +7 min
Merger arbitrage investors have been struggling this year. Play the gap Merger arbitrage can be a tricky strategy for regular investors to incorporate. Investors can buy into the following funds for exposure to merger arbitrage: The Arbitrage Fund (ARBNX) The Merger Fund (MERIX) The NexPoint Merger Arbitrage fund (HMEAX) The First Trust Merger Arbitrage ETF (MARB) The IQ Merger Arbitrage ETF (MNA) To be sure, many of these funds charge a hefty fee. Kroger and Albertsons , the two largest biggest grocers by revenue, just notched a regulatory win after a judge dismissed a consumer lawsuit challenging the $25 billion merger. Tower Semiconductor is trading for around $34 a share such that the arbitrage spread stands at more than 50%.
Persons: Activision Blizzard, Andrew Beer, Dealmaking, John Orrico, Salvatore Bruno, VMware's, Black Knight, it's Organizations: Federal Trade Commission, Activision, FTC, Microsoft, Hedge Fund Research, Beta Investments, Global, Horizon Therapeutics, Activision Blizzard, Broadcom, VMware, Intercontinental Exchange, Black, CNBC, Kroger, Albertsons, Intel, Semiconductor Locations: Island, Water Island, British, Israel
☆ 'Huge regime shift': Active managers see boost from the energy trade
  + stars: | 2022-11-13 | by ( Noah Sheidlower | ) www.cnbc.com   time to read: +2 min
He co-runs the iMGP DBi Managed Futures Strategy ETF , which is up 24% so far this year. And right now we're in the middle of a huge regime shift," the firm's managing member told CNBC's "ETF Edge" last week. "The modern term is managed futures. "In regulatory land, futures contracts are often treated as commodities, but we call them managed futures." Beer's strategy uses long and short futures contracts in an attempt to mimic returns.
☆ Equity access: Here's one hedge fund strategy in ETF form
  + stars: | 2022-11-08 | by ( Kevin Schmidt | ) www.cnbc.com   time to read: +1 min
Hedge fund strategies utilize a range of approaches to maximize returns on market swings. New York-based firm Dynamic Beta investments runs the iMGP DBi Hedge Strategy ETF (DBEH) in the U.S. The fund uses futures contracts to model the performance of 40 equity long/short hedge funds to deliver equity-like returns over time. While the fund emulates hedge fund strategies, it operates index-based futures contracts rather than individual stocks. "We're trying to give you the building blocks where you can say, 'I want this much in this strategy, I want that much in that strategy.'
☆ This ETF topped $1 billion in assets this week as investors flock to managed futures strategies
  + stars: | 2022-10-14 | by ( Jesse Pound | ) www.cnbc.com   time to read: +2 min
One of the best performing categories of the exchange-traded fund industry in 2022 eclipsed a key milestone this week, as the iMGP DBi Managed Futures Strategy ETF (DBMF) topped $1 billion in assets under management Managed futures strategies , which go short and long various contracts to make large macro bets, are one of the best performing sectors of funds in 2022. The fund is by far the largest managed futures ETF, according to VettaFi. It uses performance data from hedge funds to derive the positions likely held by large funds in key futures contracts, such as stocks, gold and oil. Before this year, the ETF's hedge fund-like strategy and small size made it difficult to attract new investors, Beer said. You want the space," Beer said.
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