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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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

Long Short Equity Alpha over Beta

Long/Short Equity: Choosing Alpha over Beta

10/14

Learn how effective long/short strategies can provide many of the benefits derived from investing in successful companies, but with the potential to limit volatility and drawdowns during times of market stress.

Liquid Alternatives, Alternative Investments

Liquid Alternatives Flowing Into the Mainstream

09/14

Learn how investors can access premier alternative investment managers in a liquid, mutual fund format, potentially infuse their portfolios with more flexibility and potentially improve their risk/return profiles.

Three Reasons for Managed Futures and Macro... Now

Three Reasons for Managed Futures and Macro...Now

08/14

Learn what emerging economic and market trends may mean for managed futures and macro strategies.

REIT Whitepaper

Interest Rates & REIT Performance

04/14

A look at how REIT prices historically performed during periods of rising rates.

Altegris Perspectives

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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

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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

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

Educational videos

asset.tv Master Class Lara Magnusen Altegris

CE CREDITS AVAILABLE! asset.tv Master Class: Liquid Alts 02/14

05/14

(for Investment Professionals only - login credentials required)

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 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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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

Moneylife interview with Jack

Jack Rivkin featured on Moneylife

12/14

A conversation about 2015 and Jack's predictions

The Street_Rivkin_122114

Jack Rivkin interviewed on The Street

12/14

Jack Rivkin gives his thoughts on the bond markets and asset allocation

Jack on with Kathleen Hays and Vonnie Quinn

Jack Rivkin featured on Bloomberg Advantage

12/14

Jack Rivkin talks global innovation with Kathleen Hays

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Jack Rivkin talks year-end trends on CNBC

12/14

"I would definitely recommend active managers at this point in time"

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Jack Rivkin featured on Absolute Return

11/14

"Past performance is not indicative of future results" may be truer now than any time in the past 30 years

Jack's appearance on Bloomberg's Masters in Business

Masters in Business: Jack Rivkin interview on Bloomberg

11/14

Jack Rivkin talks business strategy and tells the story of becoming the subject of a Harvard Business School case study while at Lehman Brothers

Jack featured in Reuters Global Markets blog

Jack Rivkin featured in Reuters Global Markets Forum Dashboard blog

11/14

Reporter Jeanine Prezioso interviewed Jack Rivkin about the recent jobs report on 11/7

Rivkin quoted in USAToday: jobs and stocks

"Jobs and stocks: investors weigh Fed's next move": Jack Rivkin Quoted in USAToday

11/14

More from Altegris Chief Investment Officer, Jack Rivkin on jobs report as it relates to the timing of the Fed’s first rate increase

Jack being interviewed by Reuters Video

Video: Jack Rivkin on Reuters

11/14

Reporter Jeanine Prezioso interviewed Jack Rivkin in online video segment about the recent jobs report on 11/7

Kirk Strawn interview on Ignites.com

Helping Advisors Navigate Liquid Alt 'Subtleties': Kirk Strawn with Peter Ortiz of Ignites.com

10/14

Altegris National Director, Strategic Relationships, Kirk Strawn, talks about helping advisors understand how to use liquid alternatives in their portfolios and pick products and strategies that best match their clients' goals

Jack on Bloomberg Advantage

Jack Rivkin on Bloomberg Advantage

10/14

Jack Rivkin, guest host of Bloomberg Hays Advantage on 10/15, discusses stocks selloff, bond rally, Russia, tail risk and Intel

Jack featured prominently in Reuters article about bond inflows

Jack Rivkin on Reuters re: Bond fund inflows hit $16 billion worldwide, biggest ever - EPFR

10/14

Featured in Reuters article by Sam Forgione, Jack Rivkin on potential reasons for record-high bond fund inflows as tracked by EPFR Global

Jack on CNBC 10.6.14

Jack Rivkin on CNBC

10/14

Jack Rivkin discusses small caps, opportunistic strategies and absolute return strategies on CNBC.

Lara Magusen on Wealthtrack discussing Alternative Investments

Lara Magnusen on Wealthtrack

09/14

Lara Magnusen discusses Alternative Investments with Consuelo Mack on WealthTrack.

Keep close to home - Rivkin

Close to Home

08/14

On CNBC’s Power Lunch, Jack Rivkin discussed the European economic situation and strategies for investing with global interest rate fluctuations.

Jack Rivkin on China Innovation, Buying Americas

Jack Rivkin on China Innovation, Buying Americas

08/14

On Bloomberg Radio’s The Hays Advantage, Jack Rivkin discussed investing in the Americas and how China is leading innovation in Asia and what that could mean to the developed nations.

Rivkin- Red Flag on Stock Valuations

Red Flag on Stock Valuations

07/14

Jack Rivkin on Bloomberg Radio: Why Warren Buffett's rule on equity valuations shows the U.S. stock market is entering into what could be risky territory.

Lower Duration, Mitigate Risk with Liquid Alternative Funds

Lower Duration, Mitigate Risk With Liquid Alternative Funds

07/14

Jack Rivkin on TheStreet, discusses why most investors may have too low a proportion of their assets allocated to liquid alternative funds.

Jack Rivkin of Altergis 2014 Market Outlook

Jack Rivkin on Yahoo Finance - 2014 Market Outlook

01/14

Jack Rivkin discusses the 2014 market outlook with Aaron Trask of Yahoo Finance.

Online publications

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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)

REP article which cites Altegris as the #2 brand identified with Alternatives

2014 Advisor Benchmarking Trend Report

12/14

REP. Advisor Views on Alternatives

Matt Osborne quoted in Fund Industry Intelligence - Managed Futures Funds Eye Rebound

Managed Futures Fund Eye Rebound

08/14

Matt Osborne in Fund Industry Intelligence - why it may be better to be invested in these funds now rather than try to predict when disaster is going to strike. (login required)

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Better Future for Managed Futures?

06/14

Featured in OnWallStreet.com, Matt Osborne points out rays of hope for managed futures in the near future.

Ideas for Arming Portfolios Against Inflation

05/14

Jack Rivkin featured in On Wall Street, discusses strategies for preparing portfolios for inflation.

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Finding Alpha in Every Market Condition

05/14

Jon Sundt Talks Alternative Investment Strategies with Equities.com

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Jack Rivkin on Long-Short Mutual Funds

04/14

Jack Rivkin, Altegris CIO, discusses Long-Short Mutual Funds in the Wall Street Journal’s Voices feature column.

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More Volatility In Markets Ahead? What Investors Can Do

03/14

Jack Rivkin, CIO of Altegris, on potential opportunities in volatile markets

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

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

Jon Sundt Investment Advisor Series

09/12

Alternatives Go Mainstream

Altegris CEO explains the potential benefits of allocating your portfolio to 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.