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

Long Short Equity Opportunism in the Best Sense of the Word

Long Short Equity Opportunism in the Best Sense of the Word

10/12

A look at the long/short equity strategy, its potential benefits, and how it may fit in a liquid format

Convergent Divergent Whitepaper

Convergent and Divergent Strategies

07/12

A new perspective for evaluating alternative investments

Liquid Alternatives

The Case for Liquid Alternative Investments

06/12

A look at liquid alternative investments and some of its strategies such as managed futures, global macro and long/short equity

LookingUnderHood

Looking Under the Hood: “Passive” Managed Futures Mutual Funds

06/12

What "passive" really means in managed futures funds

GlobalMacroGoAnywhere

Global Macro: The Ultimate “Go Anywhere” Mandate

06/12

Global macro is one of the most flexible and opportunistic strategies

MFTrendYourFriend

Managed Futures: Is Trend Your Friend?

05/12

Using proprietary models to follow price trends, managed futures have historically been able to thrive in both up and down markets

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Commentary_Crisis Alpha

The Summer Shock – Fertile Ground for “Crisis Alpha”

10/11

A look at managed futures and global macro strategies’ potential opportunity to prosper during market crisis periods

NewNormal

The New Normal: Implications for Hedge Fund Investing

07/10

Using alternative strategies to invest in the changing market environment

EmergMktsNowTimeHedgedApp

Emerging Markets: Now is the Time for a Hedged Approach

12/10

A look at the hedged investment approach of emerging market strategies

EssElementsAllWeatherPort

Essential Elements for an All-Weather Portfolio

03/11

The potential benefits and historical performance of three alternative strategies

Altegris Perspectives

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

Market Sensitivity White Paper

Modern Investment Management: A Focus on Investment Sensitivities

11/12

The difference between beta and correlation, market cycle correlation and the historical performance of alternatives

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

Managed Futures Staying the Course

Managed Futures: Staying the Course: Short-term Drawdowns, Long-term Focus

06/12

Managed futures investors should maintain a long-term perspective during inevitable short-term drawdowns

Financial Advisor Liquid Alternatives

Identifying the Best Strategies for Liquid Alternative Investments

03/12

In designing a long-term investment strategy...some alternative investment strategies are better suited for a mutual fund structure than others

Fear Not Volatility

Managed Futures: Fear Not Volatility

02/12

A look at the VIX and the historical performance of managed futures compared to other asset classes during various levels and shifts of expected volatility

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

Intro To Alternatives

An Introduction to Alternatives

06/12

An introduction to and primer on alternative investments

Fundamentals Futures

Fundamentals of Futures

06/12

The basics of futures contracts, the building blocks of managed futures

Third Party Articles

Exit Managed Futures Now?

11/12

David Gratke provides his outlook on Managed Futures and current global trends

Welton When Bonds Fall

When Bonds Fall: How Risky Are Bonds if Interest Rates Rise?

10/12

Article written by Welton Investment Corporation examines rate and bond price behavior

Institutional Investor The Quiet Ambition of Jacob Gottlieb

The Quiet Ambition of Jacob Gottlieb

08/12

Article featured in Institutional Investor on Visium Asset Management founder, Jacob Gottlieb

Managed Futures and Volatility

Managed Futures and Volatility: Decoupling a "Convex" Relationship with Volatility Cycles

06/12

A look at managed futures during positive and negative volatility cycles and what it means to be long or short volatility

IMCA Article

Charting the Growth Path of Alternative Mutual Funds

05/12

Article featured in IMCA's Investments & Wealth Monitor

Morningstar Three Traits of a Successful Long-Short Equity Manager

Three Traits of a Successful Long-Short Equity Manager

02/12

Article written by Morningstar distinguishes good long-short managers from the bad

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David Harding Article PensionsInv

Winton Capital Management: Some New Ideas in Financial Mathematics

10/11

Article written by David Harding that discusses new ideas in financial mathematics.

Crisis Alpha

In Search of Crisis Alpha: A Short Guide to Investing in Managed Futures

04/11

An introduction to managed futures and how they have historically delivered positive returns during crisis periods

Summer_Shock

The Summer Shock - Executive Summary

10/11

A summary of market crisis periods and potential opportunities to prosper during those times

PatienceVirtue

Patience is a Virtue

08/11

The benefits of managed futures are typically realized over a long-term time horizon

Investment Strategies Series

Guide to Long Short Equity

Guide to Long/Short Equity

02/13

The basics and potential benefits of the long/short equity strategy

Guide to Global Macro

Guide to Global Macro

02/13

The basics and potential benefits of the global macro investment strategy

Guide to Managed Futures

Guide to Managed Futures

01/13

The basics and potential benefits of the managed futures investment strategy

Altegris Capabilities

Guide to Altegris Research Process

Guide to Altegris Research and Investment Process

01/12

The 5-step investment process that selects and monitors our premier alternative investment managers.

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.

AboutAltegrisGenworth

About Altegris

07/11

Jon Sundt and other members of the Altegris executive team discuss Altegris, and its uncompromising focus on alternative investments

Managed Futures Series videos

MF1APrimer

Managed Futures Video Series 1: A Primer

11/11

An animated introduction to managed futures and the Altegris advantage

MF3PutThingsPerspective

Managed Futures Video Series 3: Let’s Put Things in Perspective

11/11

An animated video that discusses how investors should remember that the benefits of managed futures are typically realized over a long-term horizon.

MF2StructuresCosts

Managed Futures Video Series 2: Structure & Costs

11/11

An animated introduction to the various fund types and costs associated with managed futures

DiscussManFutFunds

Managed Futures: A Conversation on Fees, Structures and Performance

11/11

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

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Jon Sundt at Gold Forum

The Alternative Investment Landscape

02/12

Jon Sundt provides a closer look at alternatives during the 2012 Genworth Financial Wealth Management Gold Forum.

Commentaries

Q1 2013

Q1 2013

04/13

Market commentary for the first quarter of 2013

Q3 Market Commentary

Q4 2012

01/13

Market commentary for the fourth quarter of 2012

Q3 Market Commentary

Q3 2012

10/12

Market commentary for the third quarter of 2012

Q1 2012 Market Commentary

Q2 2012

07/12

Market commentary for the second quarter of 2012

Q1 2012 Market Commentary

Q1 2012

04/12

Market commentary for the first quarter of 2012

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Q4 2011 Market Commentary

Q4 2011

01/12

Market commentary for the fourth quarter of 2011

Q3 2011 Market Commentary

Q3 2011

10/11

Market commentary for the third quarter of 2011

Q2 2011 Market Commentary

Q2 2011

07/11

Market commentary for the second quarter of 2011

Q1 2011 Market Commentary

Q1 2011

04/11

Market commentary for the first quarter of 2011

Online publications

Altegris

An Alt Shop Preps 10-City Education Initiative

01/13

The Altegris 2013 Investment Summit aims to help advisors gain insight into alternative investments

Altegris

Managed Futures: Strategy or Asset Class?

01/13

Jon Sundt examines the characteristics of managed futures

Alternatives Measuring Risk

Jon Sundt Investment Advisor Series

12/12

Alternatives for Measuring Risk

Learn how VaR can be an effective tool in measuring risk

Convergent Divergent Altegris

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

Greater Advisor Education Crucial to Alts

Greater Advisor Education Crucial to Alts Sales: Study

10/12

Dick Pfister discusses the Altegris approach to educating advisors about alternatives.

Altegris Art and Science of 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

What's the Alternative Advisor TV

What's the Alternative?

10/12

In the first episode of the series, "What's the Alternative?" on Advisor TV, Jon Sundt breaks down convergent and divergent strategies.

Alternatives Go Mainstream

Jun Sundt Investment Advisor Series

09/12

Alternatives Go Mainstream

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

Jon Sundt on a Tear

On a Tear: How Altegris Made Alternatives Pay Off

08/12

Jon Sundt discusses how the firm is “on a tear,” with four different product launches over the past year and a half.

Matt Osborne

Matt Osborne Morningstar Interview: A Primer on Managed Futures

08/12

Matt Osborne explains the reasons behind the growing popularity of managed-futures strategies and how investors should approach these types of funds.

San Diego Source Jon Sundt Entrepreneur of the Year Award

Entrepreneur of the Year 2012 Winner: Jon Sundt

07/12

Jon Sundt talks about Altegris with The Daily Transcript/San Diego Source.

Opalesque Case for Liquid Alternatives

Opalesque Features Altegris Article "The Case for Liquid Alternative Investments"

07/12

Jon Sundt points out the need for liquid alternative investments

UT E&Y Winners

Ernst & Young Entrepreneur of the Year: Jon Sundt

06/12

San Diego winners announced for Ernst & Young Entrepreneur of the Year Award, which includes Altegris CEO Jon Sundt.

On Wall Street - How Can Advisors Build a Modern Portfolio?

How Can Advisors Build a More Modern Portfolio?

05/12

OnWallStreet article about allocating alternative investments into a portfolio.

Advisor One Sundt Mauldin

Altegris' Sundt, Millennium's Mauldin: 'A Dangerous and Destructive Thing to Do'

05/12

AdvisorOne: We live in a 'binary world' in which the debt and deficit are dealt with, or they are not. 'All other decisions are derived from that'.

AdvisorOne Not All Alts

All Alternative Funds Are Not Created Equal: How To Tell

03/12

Jon Sundt discusses four potential mistakes made by advisors' failure to understand the differences between alternative funds.

Ignites Q&A

Ignites: Altegris President and CEO Jon Sundt

03/12

Questions and answers with Jon Sundt.

Sundt RIABiz Article

A More Liquid Alternative to Alternative Investments Catches On

03/12

Using hedge fund strategies in a mutual fund can offer risk-adjusted returns and a way to bail out cash.

RegisteredRep Managed Futures for Crisis Alpha

Managed Futures for Crisis Alpha, But What About the New Normal?

02/12

Registered Rep article about mangaed futures.

Mutual Fund Wire Feb2012

Altegris Takes Advisors to Alt Academy

02/12

MutualFundWire.com article about the launch of new Altegris website featuring Altegris Academy.

Broadcast media

Jon Sundt on Fox Business News

Altegris CEO Jon Sundt on Fox Business

03/12

Jon Sundt discusses how to prepare your portfolio to weather potential risks it may face.

Sundt Bloomberg Money Moves

Altegris CEO on Managed Futures Fund Investments

02/12

Jon Sundt talks about managed futures funds and alternative investment strategies

SundtDiscussesMktDrivers

Jon Sundt on CNBC

04/11

Altegris CEO Jon Sundt discusses market drivers on CNBC

SundtIncorpManagedFutures

Jon Sundt on Why More Investors are Incorporating Managed Futures

03/11

Altegris CEO Jon Sundt discusses the growing popularity of managed futures

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Video/Website

"5 Strategies to Help Uncertain Investors” (Investment News)

09/10

Investment strategies, including alternatives, for uncertain markets

Video/Website

“Are Wealthy Demanding Alts Again?” (Fundfire.com)

04/10

Alternatives are growing in popularity among high net worth investors