OTA LEADERSHIP INDEX

Andrew Bier

ARCHETYPE

The Disruptor

Contrarian and drawn to the edge; challenges the settled answer.

Andrew Bier, founder of Dynamic Beta Investments and creator of the DBMF ETF, earns The Disruptor by aiming squarely at hedge fund fee extraction and engineering a democratized alternative inside the ETF wrapper. His language leaves no ambiguity: beat hedge funds at their own game, call the fees too damn expensive, test accessibility by whether his sister could invest. Bier does not iterate within existing systems. He replicates them and undercuts them.

IN THEIR WORDS, WHY DISRUPTOR

“I wanted to show that we could beat hedge funds at their own game but do it within an ETF, which no one had ever done before.”
ON DISRUPTING HEDGE FUND MODEL

“It's too damn expensive the way people run it. If we can do that in a simple portfolio that is much more liquid, we can save hundreds of basis points and pass it back to clients.”
ON REPLICATION STRATEGY RATIONALE

“We can beat some of the most sophisticated hedge funds in the world with this by three or four hundred basis points a year through efficiency — and deliver it in something my sister can own.”
ON DEMOCRATIZING MANAGED FUTURES

MASTERS IN BUSINESS

Masters in Business: “At the Money: Seeking Uncorrelated Returns”

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Andrew's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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