Our Research and Investments Group is expert in the art and science of alternative investments.
The Research and Investments Group is composed of experienced professionals with history in the alternatives industry. They have the relationships, the knowledge and the sensibilities to uncover opportunity.
Focused solely on alternatives, the team identifies, analyzes and continually evaluates premier private funds across a variety of strategies, managed futures funds, and other alternative investments. This team specializes in detailed operational and investment evaluation for new and existing funds and investment managers. Our extensive process has given us a deep understanding of how managers can add value as well as a high degree of confidence in their abilities.
Founder and Chief Investment Officer
Matt Osborne has more than 28 years of international business and financial market experience. As CIO of Altegris, he is responsible for product development and is co-portfolio manager of several Altegris mutual funds. He is a member of the Altegris Investment Committee, responsible for qualification, approval and ongoing review of all investment strategies and managers on the Altegris platform.
Prior to Altegris, Matt was Director of Research for the Managed Investments Division of Man Financial with responsibility for manager selection and research. Previously, Matt had a 12-year career with a preeminent family office in his native New Zealand. In his role as Investment Manager, he was responsible for formulating investment policies and implementing a global asset allocation program that specialized in alternative investment strategies such as hedge funds and managed futures. He also gained significant trading expertise in foreign currencies, stocks, fixed income, global futures and options.
Eric Bundonis, CFA®
Portfolio Manager, Director of Research and Sourcing
Eric Bundonis has served as Director of Research and Sourcing since November 2014. His responsibilities include portfolio management, manager sourcing, research, and due diligence across a wide variety of alternative strategies. Eric brings over 12 years of alternative investment experience. From February 2012 to November 2014, he served as Vice President, Co-director of Research and Investments of the adviser. From July 2009 to January 2012, he served as Vice President, Senior Research Analyst for Altegris.
Prior to joining Altegris in 2009, Eric was an Associate at OneCapital Management Partners in New York. As a member of OneCapital's Investment Committee, he was responsible for identifying, selecting, and monitoring investments for multi-manager funds of hedge funds serving institutional and high-net-worth investors.
Eric graduated from Middlebury College with a BA in History and attended the Post-Baccalaureate Program in Business at Columbia University. He is also a chartered financial analyst and a member of the New York Society of Security Analysts.
Edgardo Goldaracena, CFA®
Portfolio Manager and Senior Research Analyst
Edgardo Goldaracena serves as Portfolio Manager and Senior Research Analyst for Altegris Advisors. Edgardo joined Altegris in July 2012 and has over eight years of alternative investments experience. His responsibilities include portfolio management, manager sourcing, research and due diligence across a wide variety of alternative strategies.
From March 2008 to June 2012, Edgardo was a Research Analyst at Albourne Partners where he conducted due diligence on hedge funds across various investment strategies and made investment recommendations for client portfolios. He was also responsible for monitoring new hedge fund launches and emerging managers in order to identify compelling investment opportunities. Previously, Edgardo was a Junior Analyst at Pictet Alternative Investments based in Geneva.
He holds a BSBA in international business and economics from the University of Richmond and is a CFA® charterholder.
Portfolio Manager and Senior Research Analyst
With over seven years of industry experience, Antolin Garza serves as Portfolio Manager and Senior Research Analyst for Altegris Advisors. His responsibilities include portfolio management, manager sourcing, research, and due diligence across a wide variety of alternative investment strategies. Antolin has worked at Altegris since 2012, and has previously served as Associate Vice President, Senior Research Analyst and Research Analyst for Altegris Advisors.
Prior to joining Altegris, Antolin served as Research Analyst, Hedge Funds at New England Pension Consultants (NEPC) from December 2010 to November 2012. As a member of the NEPC hedge fund research team, he was responsible for performing due diligence on credit-oriented and fund of hedge fund managers, writing commentary on manager strategies, and preparing investment analysis and recommendations for the Firm's Investment Committee. In addition to research responsibilities, Antolin assisted in constructing hedge fund portfolios for implementation by institutional clients. Antolin served in various capacities, including Hedge Fund Portfolio Analyst and Portfolio Analyst, at NEPC beginning in September 2008. Prior to NEPC, he was employed by State Street Corporation as a Bank Loan Specialist in the Senior Loan Services Group.
Antolin received a BBA in finance from the University of Texas, San Antonio.
Joe Colombo, CFA®
Analyst, Research and Investment Solutions
Joe Colombo serves as an Analyst focused on portfolio strategy and markets. Mr. Colombo joined Altegris in December 2015.
In his current role, he assists with internal and external performance analytics, macroeconomic and company level research, data integrity, and quantitative analysis. Prior to joining Altegris, Mr. Colombo was an Analyst at Meketa Investment Group in Carlsbad, California.
He holds a BS in finance from San Diego State University and is a CFA® charterholder.
RFP Analyst, Research and Investment Solutions
Mario Moreno serves as RFP Analyst at Altegris Advisors. Mario joined Altegris in August 2013 in the Trade Services Group and later transitioned to the Operations Department, supporting Altegris’ public and private funds. Mario also spent much of his prior tenure at Altegris utilizing his knowledge of managed accounts and managing data related to Commodity Trading Advisors (CTAs).
Prior to joining Altegris, Mario worked as a Trading Manager at Robert Charles & Co. LP. There he was responsible for daily back-office trade operations. Previous to that position, he was the West Coast Branch Office Manager at Chicago Capital Markets, LLC. Mario has also held positions at R.J. Holland Brokerage and MF Global.
Mario holds a BAS in Liberal Arts and a Professional Pilot Program Certification in Aviation from the University of Illinois at Urbana-Champaign, as well as a Series 3 license.
Risk Analyst, Research and Investment Solutions
Margaryta serves as Risk Analyst at Altegris Advisors where she is primarily responsible for production and analysis of exposure, risk and profit and loss reporting. She also aids in the initial and ongoing operational due diligence process for managers accessed by products across the Altegris platform.
Prior to joining Altegris in September 2016, Margaryta worked as a Client Manager for Grand Capital Broker in Kyiv, Ukraine, where she conducted research and backtesting on trading strategies. While attending the Rady School of Management at the University of California, San Diego, where she obtained her Masters of Finance, Margaryta interned at Vistage Worldwide. Her duties included performing pattern analysis and financial budgeting analysis. Additionally, Margaryta gained experience with correlation modeling and currency hedging through her capstone project at Rady.
In addition to her MS in Finance, Margaryta holds a BS and MS in International Economics and Management from the Kyiv National Economic University.
Lara Magnusen, CAIA
Portfolio Strategist and Portfolio Manager
Lara Magnusen serves as Portfolio Strategist and Portfolio Manager for Altegris Advisors and is a member of the Investment Committee. Lara has worked at Altegris since 2005, previously serving as the Director of Investment Products and Director of Research and Investments for Altegris Advisors. With a career starting in 1999, Lara was also previously Director of Manager Research for Cabezon Capital LLC, responsible for due diligence and development of emerging hedge fund managers. Additional experience includes her tenure at Helix Investment Partners, a fixed income oriented hedge fund, as well as several years as a Financial Analyst at Goldman Sachs.
Lara is also an advisory board member for the Unusual Suspects Theatre Company, a non-profit that mentors and empowers youth in underserved and at-risk environments.
Lara received a BA in Economics with a minor in Business Administration from the University of California, Berkeley; an MBA from the Rady School of Management at the University of California, San Diego; and holds the designation of Chartered Alternative Investment Analyst (CAIA).