Altegris Library

We are committed to being the go-to source for information and perspectives on alternatives. Our educational materials provide insight and knowledge to help you effectively use alternative investments.

Understanding Alternative Investments

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The Modernization of Private Equity: Understanding and Implementing Private Equity Today

07/16

Learn how to incorporate and evaluate private equity to help diversify and enhance portfolio returns going forward.

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Fiduciary Duty and Non-Traded REITs

10/15

A deeper dive into research on REITs versus Non-Traded REITs

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Portfolio Management: How Exposure to Real Estate May Enhance Returns

05/15

Learn how exposure to public real estate can improve a balanced portfolio's risk/return profile

Altegris Perspectives

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Jon Sundt Investment Advisor Series

05/16

A Different Liquidity Trap

Private equity mutual funds highlight the importance of understanding liquidity goals.

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Jon Sundt Investment Advisor Series

03/16

Managed Futures Got Their Mojo Back

The strategy started 2016 strong as trends re-emerge in currencies, commodities and interest rates.

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Jon Sundt Investment Advisor Series

02/16

Oracle Jack on Correction, Bear Market

Altegris’ chief talks bond crisis, inflation and more.

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Jon Sundt Investment Advisor Series

09/15

Two Reasons to Rethink Real Estate Investing

Managed futures can be a hard sell to confused clients, but those in need of diversifiers should pay attention

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Jon Sundt Investment Advisor Series

08/15

Two Reasons to Rethink Real Estate Investing

Access to long-short real estate vehicles that use appropriate hedging is one, and as for rising interest rates...

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Jon Sundt Investment Advisor Series

06/15

Private Equity Emerges From the Shadows

Finding the right private equity opportunity requires deep expertise

ThinkAdvisor article from April 2015

Jon Sundt Investment Advisor Series

04/15

Another Merit Badge for Liquid Alternatives?

Liquid alts outperformed their riskier cousins, hedge funds, in 2014

ThinkAdvisor_IsThisTheYearoftheGlobalMacroInvestor_Sundt

Jon Sundt Investment Advisor Series

02/15

Is This the Year of the Global Macro Investor?

Pricing errors might be harder to find, but that doesn't mean markets are no longer inefficient

ThinkAdvisor_AltsTwoGenerations_Sundt

Jon Sundt Investment Advisor Series

11/14

Alternatives Speak to Two Generations

Why alternative investments have an important role to play for baby boomers and millennials

Liquid Alts: A Quick Coming of Age - Sundt Advisor Series

Jon Sundt Investment Advisor Series

08/14

Liquid Alternatives: A Quick Coming of Age

Why the smart money appears to be following the small retail investor into alternative mutual funds, aka “liquid alternatives”

Investors Flocking to Hedge Funds Despite Underperformance

Jon Sundt Investment Advisor Series

06/14

Investors Are Flocking to Hedge Funds Despite "Underperformance"

Why new regulations, global uncertainty and sluggish performance aren't enough to dull investors' appetites

ThinkAdvisor_Two New Alt Classes Here To Stay?

Jon Sundt Investment Advisor Series

04/14

Two New Alternative Classes Here to Stay?

Defining new asset classes is hard, but determining how long they'll last is even more difficult

Jon Sundt Investment Advisor Series

02/14

Diversified Growth Funds: Another British Invasion?

These funds have yet to catch on as an alternative to balanced funds in the US

Jon Sundt Investment Advisor Series

01/14

Special Feature: Alternatives to the Rescue?

Believe it or not, advisors should consider hedge funds as a risk management tool in their clients’ portfolios

Jon Sundt Investment Advisor Series

01/14

Time to Diversify in the Face of Interest Rate Risk?

Shorting bonds can provide diversification, but clients need a skilled manager

Jon Sundt Investment Advisor Series

12/13

Inside the Curl: Investing from a Surfer’s Perspective

How do you know when to catch the wave or just paddle out?

Investment Advisor Madison Ave meets Greenwich CT lift of ban on hedge funds

Jon Sundt Investment Advisor Series

10/13

Madison Avenue Meets Greenwich, Conn.

Despite the lifting of the ad ban on hedge funds, some may be slow to take advantage of their new freedom

Jon Sundt Investment Advisor Series

06/13

It’s a Stock Picker’s Market Now

When correlations are low, long-short equity hedge fund managers get to show their stuff

Jon Sundt Investment Advisor Series

04/13

Debating Hedge Fund Myths: "The Most Expensive Bargain in Town?"

A look at long term performance of hedge funds and alternative investments.

Article: Performance Dispersion – Why It Matters

Jon Sundt Investment Advisor Series

02/13

Performance Dispersion – Why It Matters

The role that performance dispersion plays in manager selection.

Article: Managed Futures: Strategy or Asset Class?

Jon Sundt Investment Advisor Series

01/13

Managed Futures: Strategy or Asset Class?

A conversation about strategy versus asset class differences.

Investment Advisor Measuring Risk

Jon Sundt Investment Advisor Series

12/12

Alternatives for Measuring Risk

Learn how VaR can be an effective tool in measuring risk

FINalternatives Matt Osborne

FINalternatives: Q&A with Matt Osborne

12/12

Matt Osborne talks mutualizing funds of hedge funds with FINalternatives

Convergent Divergent

Jon Sundt Investment Advisor Series

11/12

Convergent and Divergent Strategies Offer a New Way to Buckle Up

Read more about the potential benefits of convergent and divergent strategies

Altegris Manager Selection

Jon Sundt Investment Advisor Series

10/12

The Art and Science of Manager Selection

Get insight into the manager selection process at Altegris

Alternatives Go Mainstream

Jon Sundt Investment Advisor Series

09/12

Alternatives Go Mainstream

Altegris CEO explains the potential benefits of allocating your portfolio to alternative investments

Fundamentals Series

Intro to Portfolio Diversification

An Introduction to Portfolio Diversification Using Alternative Investments

03/13

The importance of a well-diversified portfolio and the attributes an investment portfolio may encompass to be considered diversified

Third Party Articles

REP Magazine article

2014 Advisor Benchmarking Trend Report

12/14

REP. Advisor Views on Alternatives

Educational videos

Common myths about alternatives whiteboard video

Common Myths about Alternatives

02/13

An animated overview of common myths about alternatives.

Shifting Currents -An animated discussion updating investors on a  new approach to diversification which includes adding an alternative investment allocation to your portfolio.

Shifting Currents: Diversification

02/13

An animated discussion updating investors on a new approach to diversification which includes adding an alternative investment allocation to a portfolio.

Why performance dispersion matters whiteboard video

Why Performance Dispersion Matters

02/13

An animated overview on performance dispersion in alternatives

Multi manager whiteboard video

The Multi-Manager Approach to Alternatives Investing

02/13

An animated overview of a multi-manager approach to investing in alternatives

Research and investment process whiteboard video

Altegris Research and Investment Process

02/13

An animated introduction to the Altegris 5-step research and investment process

The Cost of Quality - An animated and informative explanation on why we believe alternative investment managers are worth their relatively higher fees.

The Cost of Quality: Fees

02/13

An animated and informative explanation on why we believe alternative investment managers are worth their relatively higher fees.

WhatsAlternative

What’s the Alternative?

08/11

An animated introduction to alternatives and a look at how can they potentially help diversify a traditional investment portfolio.

Managed Futures Series videos

DiscussManFutFunds

Managed Futures: A Conversation on Fees, Structures and Performance

11/11

Jon Sundt and Matt Osborne discuss managed futures fees, structures and performance

Broadcast media

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Jack Rivkin examines increased loan growth seen in bank results

07/16

Bank loan growth consistent with employment.

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Erdogan's Leadership as a Turkish Economic Benefit

07/16

Jack Rivkin discusses money and markets related to Turkey in aftermath of failed coup.

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Altegris CEO: Most of Britain Can't Deal With Brexit

06/16

Jack Rivkin interviewed on Bloomberg and gives his thoughts on Brexit fall-out.

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Are We Overreacting to the U.S. Jobs Report

06/16

Jack Rivkin react to today's U.S. jobs report, and discusses the markets and Fed policy.

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Rivkin says Brexit an Excuse for the Fed to Slow Down

05/16

Jack Rivkin talks about the effect of the U.K.'s Brexit referendum on Federal Reserve rate decisions.

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'Alibaba Rally' Shows China Still in the Game

05/16

Jack Rivkin examines the influence of Alibaba and China on markets, the crowded trade in gold, and the factors that could cause the bull rally to continue.

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Jack Rivkin examines results of Alibaba Group Holdings on Bloomberg GO

05/16

Alibaba tops fourth-quarter estimates on revenue, sales and non-correlated returns.

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Rivkin says Trump Promises Would Create 'Market on Fire' on Bloomberg GO

05/16

Jack Rivkin discusses the prospect of markets and democracy in a Donald Trump presidency.

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Jack Rivkin interviewed on Bloomberg Go

02/16

China steps up support for its economy

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Jack Rivkin interviewed on Bloomberg Go

02/16

The demographics of stagnation

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Is no sector safe in the selloff?

02/16

Jack Rivkin discusses sector-wide investing on CNBC

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Jack Rivkin interviewed on MoneyLife Podcast

01/16

Jack Rivkin reaffirms his view on the slow growth environment and dispersion ahead.

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Jack Rivkin appears on Bloomberg Go

01/16

Is China heading for a Japan situation?

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Jack Rivkin interviewed on Bloomberg

01/16

Does low oil signal a weak economy?

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Finding the Silver Lining in China's Meltdown

01/16

Jack Rivkin interviewed on Bloomberg

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Jack Rivkin interviewed on Bloomberg

12/15

Are the high-yield, credit markets beginning to crack?

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Jack Rivkin appears on Bloomberg Go

12/15

Jack examines a potential deal for Norfolk Southern Corp.

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Jack Rivkin interviewed on CNBC

11/15

Why it's time for an interest rate hike

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Jack Rivkin featured on Bloomberg's Taking Stock

11/15

Jack Rivkin discusses entering a new investing environment

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Jack Rivkin interviewed on Bloomberg's Taking Stock

11/15

Jack Rivkin says low oil prices are the new normal

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The Top 5 Business News Stories to Watch for Today

10/15

Jack Rivkin featured on BloombergTV

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Why consumers rule private equity

10/15

Henry McVey talks about the power of the consumer on CNBC

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Does the U.S. Jobs Report Guarantee a Fed Rate Hike?

09/15

Jack Rivkin discusses impact of the August jobs report

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Jack Rivkin interviewed on Bloomberg's Taking Stock

08/15

Jack Rivkin looks at recent volatility, the Fed, and tech stocks

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Will U.S. CPI Numbers Push Back Fed Rate Hike?

08/15

Jack Rivkin featured on BloombergTV's Market Makers

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Will Oil, China Drive Putin to Desperate Measures?

08/15

Jack Rivkin discusses the global impact of China's slowdown and why he's concerned about Russia on BloombergTV

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Jack Rivkin featured on Bloomberg TV

08/15

Jack Rivkin discusses CEO compensation and US employment

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Jack Rivkin featured on Bloomberg TV

07/15

Jack Rivkin discusses outlook for Brazil and Latin America

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Lara Magnusen interviewed on CNBC

07/15

Lara Magnusen on the oil outlook and supply fears

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Jack Rivkin on BloombergTV's Market Makers

06/15

Jack Rivkin reacts to new Greece news and highlights areas of opportunity

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Jack Rivkin featured on Bloomberg's Taking Stock

06/15

Jack Rivkin talks about how new deals are affecting established tech companies

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Jack Rivkin interviewed on Bloomberg's Taking Stock

05/15

Jack Rivkin looks at growth stocks, new technology

Jack on with Kathleen Hays and Vonnie Quinn

Jack Rivkin featured on Bloomberg Advantage

05/15

Jack Rivkin recaps trends at the SIC with Kathleen Hays

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Buyouts for the Masses

04/15

Jon Sundt interviewed on CNBC to talk about investing like private equity

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New Fund Offers Individuals Access to KKR Buyout Deals

04/15

The Altegris-managed fund provides exposure to private equity, a type of investment more common among institutions.

Jack's appearance on CNBC 04/10/15

Be Careful Investing Overseas

04/15

Jack Rivkin interviewed on CNBC to talk about US and foreign markets

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The Value of Investing in Water

03/15

Sub-adviser, Burl East of AACA interviewed on Fox Business

The Street - Burl

Sub-adviser, Burl East of AACA featured on The Street

03/15

Outlook on recent moves made around cellular tower acquisition and water use rights.

Jack on FoxBus 3.17.15

The Cost of Currency Swings

03/15

Altegris CIO Jack Rivkin discusses the dollar’s strength and impact on investing

STA Money Hour

Jack Rivkin interviewed on STA Money Hour

02/15

Interest rates, GDP drivers, wages, and the Eurozone

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Jack Rivkin appears on BloombergTV

02/15

Eurozone currency fluctuations and minimum wage's effect on the labor markets

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Sub-adviser, Burl East of AACA interviewed on Fox Business

02/15

The Internet of Things and investing in the data industry

BloombergTV interview on 1/13/15

Jack Rivkin discusses opportunities in oil & tech on BloombergTV

01/15

Market's mixed picture offers wealth of options

Online publications

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InvestmentNews quotes Jack Rivkin on private equity interval funds

06/16

Weighing the pros and cons of the new registered funds

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Gold ETF Investors Look Past Brexit, Lift Assets to 2-Year High

06/16

Bloomberg quotes Lara Magnusen on potential gold rally and its effects

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The Oil Rally Could Make You Think Twice About Ordering Dessert

06/16

Lara Magnusen quoted by Bloomberg in article about oil prices and their effect on sugar

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Altegris works to provide diverse exposure to private equity

05/16

Private equity generally has outperformed public equities over the past 32 years according to industry estimates. (login required)

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Matt Osborne quoted in FA Magazine

05/16

Matt Osborne was recently quoted in FA-mag.com on the improving backdrop for some liquid alts strategies.

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Gold Keeps Shining as Funds Miss Out on Best Rally in Two Months

05/16

Bloomberg quotes Lara Magnusen on gold and the outlook for Fed action

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Private Equity for Public Investors

04/16

Eric Bundonis featured on WealthManagement.com in article about new private equity funds for accredited investors

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Funds Sour on Sugar as Brazil Outlook Eclipses Global Deficit

04/16

Lara Magnusen quoted in Bloomberg article

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Jack Rivkin quoted by MarketWatch

03/16

Jack Rivkin reckons that the Fed is likely to focus on the wage-growth component of the jobs report

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Alts Flows Not Always Great For Funds

03/16

Matt Osborne featured in Fund Action. (login required)

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The Problem With Private- Equity Funds for the Masses

03/16

"The whole idea with private equity is that you need that time to make things happen away from a market that’s demanding instant performance." (login required)

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Lara Magnusen featured on Bloomberg

02/16

Record wheat forecast spurs investor bets price rout will deepen

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Jack Rivkin quoted in Wall Street Journal piece

02/16

Article on things investors should watch for in 2016

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Registered Fund Biz Aims for Private Credit

01/16

Jack Rivkin quoted by FundFire on how some private fund managers are going to take advantage of disruptions in the current market period. (login required)

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Hedge Fund Bets Signal There's More Pain Ahead for Commodities

01/16

Lara Magnusen quoted by Bloomberg on strong dollar, fears in China, and commodities

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Lara Magnusen quoted by MarketWatch on status of gold market

01/16

Gold down 3 years in a row and may not have hit bottom yet

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Land, Ho! Real Estate Can Thrive Even as Rates Rise

12/15

Sub-adviser, Burl East of AACA featured in ThinkAdvisor

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Jack Rivkin quoted by CNNMoney

12/15

Jack Rivkin gives his thoughts on the current credit situation

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Cotton Is Piling Up at Warehouses Around the World

12/15

Bloomberg quotes Lara Magnusen in article about cotton stockpiles and pricing

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Equity Earnings: Burning the furniture

12/15

I&PE quotes Jack Rivkin on the need for active managers and investors to pay closer attention to company fundamentals

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Lara Magnusen quoted in InvestmentNews

11/15

See views on mixed-gender portfolio management teams versus female portfolio managers

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Swelling Global Grain Glut Spurs Largest Bearish Bet Since June

11/15

Bloomberg quotes Lara Magnusen in article about the effect of all-time high global grain inventories on market prices

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Alternative Investments: Surfing the Market

10/15

A host of new products promise protection from market wipeouts. Are so-called liquid alts right for your portfolio? (login required)

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Alternatives Managers Mull Performance Measurements

10/15

Matt Osborne featured in Fund Action. (login required)

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More Volatility, More Problems: Solving the Dilemma of Long-Term Investing

09/15

ThinkAdvisor cites Altegris investor survey in piece about designing long-term portfolios for clients

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El Nino Throws Off Cocoa Traders as African Crop Views Split

09/15

Bloomberg quotes Lara Magnusen in article about the effects El Nino could have on cocoa futures

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As Markets Reel, Financial Stars Fish For Answers

08/15

Jack Rivkin interviewed by Investor's Business Daily while at Camp Kotok

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Be Ready for the Next Investing Crisis

08/15

Jack Rivkin interviewed in Wall Street Journal

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European stock funds worldwide attract $6 bln in week -BofA

07/15

Jack Rivkin gives his thoughts on continued quantitative easing coming from the European Central Bank

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Investors Seek Gold Revenge After Prices Tumble to Five-Year Low

07/15

Bloomberg quotes Lara Magnusen in article about investors and speculators looking for gold prices to fall

Forbes article

Best Areas Of Real Estate To Invest In Now

07/15

Sub-adviser, Burl East of AACA featured in Forbes

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Alternatives As A Route To More Investment Income

07/15

Jack Rivkin, a panelist at the 6th Annual Inside Alternatives Conference, was quoted on where he thinks advisors should be looking for income sources for their clients.

Bundonis quoted

A Deep Dive on Long/Short Equity

07/15

Eric Bundonis featured in Fund Action. (login required)

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Gold not getting boost from investors seeking safe haven from Greek crisis

07/15

Lara Magnusen shares thoughts on gold with InvestmentNews. (login required)

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Hedge Managers Seek Marketing Help for Liquid Alts

07/15

Matt Osborne quoted in FundFire on why the lack of investor education and awareness is a challenge to hedge funds. (login required)

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RIAs, Private Investors, and Institutions Increasingly Turning to Alternatives

06/15

The findings of the Altegris Investor Survey represents a key indication of the role various alternative classes are increasingly playing in portfolios

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Wealth Adviser: The Growing Popularity of Direct Investments

06/15

More wealthy investors want to handle parts of their investments on their own by directly investing in real estate and privately held firms.

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Altegris Aims To Provide More Alts Clarity

06/15

Investors familiar with using alternative mutual funds want more clarity from providers. (login required)

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Investors Plan to Boost Alternatives Allocations

06/15

Poll finds private equity, managed futures/global macro most favored asset classes

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All About EVOAX: The Futures Evolution Strategy Fund

06/15

A unique mutual fund combines managed futures with a legendary bond investor.

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Altegris Survey Finds Investors Are Bullish On Alternatives

06/15

A significant majority of high net worth and institutional investors plan to increase their allocation to alternative funds in 2015 according to the survey.

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Altegris Makes the Case for REITs

06/15

Part two of series on portfolio management examines how exposure to real estate may enhance returns.

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Sub-adviser, Burl East of AACA featured in Q&A by CoStar

05/15

California's dire need for water playing into Burl East's investment strategy

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Liquid Alternative Investing: Views From The Experts

05/15

Jack Rivkin featured in Financial Advisor

FundAction quoted Jack

Subadvisory Relationships Preferable For Alts Newbies

05/15

Jack Rivkin discusses role of subadvisers in alternatives. (login required)

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Fund Gives Accredited Investors Exposure to Private Equity

05/15

New product capitalizes on growing trend of interval funds.

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When Will The Fed Raise Rates?

05/15

Speakers from Altegris SIC2015 provide their opinions on outlook.

929Media article

As Alts Funds Rise, Advisors Demand More Access to PMs

03/15

Matt Osborne in 929 Media - education is a key part of the firm's strategy in working with investment advisors. The idea is to help educate retail advisors on issues that participants in the hedge fund industry have known for some time. (login required)