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Tracking the Hedge Funds & Managed Futures on Our Platform

Tracking and monitoring is critical to maintaining a high-quality platform of hedge fund and managed futures products to offer our clients. Our Product Review Team tracks all of the products on our platform. We participate in ongoing manager interviews and conference calls, and review positions for the products for which we have transparency. We perform periodic quantitative analysis of performance against predefined parameters, looking for unexplained variances.

Reviewing Hedge Fund & Managed Futures Manager Performance

We also look for changes in business or investment strategy ('style drift') when possible, and any other piece of information that may cause us to re-evaluate the manager or the particular investment product. Of course, while this monitoring is extremely important, it cannot completely remove the risks associated with any investment in hedge funds or managed futures. Should an issue arise during our ongoing monitoring, it is raised with our Investment Committee, which can result in recommendations regarding redemptions, future investments or removal of the product from our platform.

Working With You

While building our platform is the beginning, the process does not end there. For our investors, our process begins with an evaluation of your current needs, investment goals and financial situation. For managers who we are reviewing for potential addition to our platform, our process begins with a discussion about your investment products and your organization. Click one of the links below to learn more.

Managers Interested in becoming part of the Altegris Platform

The Altegris Process

Click on the steps below to learn more about the Altegris 3-Step Platform Building Process.

Register Today

Registration is the first step to get started. Register for membership today, and receive free reports and information about alternative investments.

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1200 Prospect Street, Suite 400, La Jolla, California 92037
Toll Free: 800-828-5225 | Phone: 858-459-7040 | Fax: 858-456-9209 | info@altegris.com

Alternative investment products, including hedge funds and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

Altegris, a FINRA and NFA member, offers various alternative investments, including hedge funds, futures funds and managed futures and commodities accounts, that may operate in commodities markets and foreign markets, among others. Altegris and/or its officers/partners may have a financial interest in such alternative investments. In working with clients, Altegris acts in its capacity as an SEC-registered Broker-Dealer and/or as a CFTC-registered Introducing Broker. Although Altegris may give advice that is incidental to its brokerage services, it is not an Investment Adviser. When acting as an Introducing Broker for individually managed accounts, Altegris receives a portion of the commodity brokerage commissions you pay in connection with your futures trading and/or a portion of the interest income (if any) earned on an account's assets. CTAs may also pay Altegris a portion of the fees they receive from accounts introduced to them by Altegris. When acting as a Broker-Dealer, Altegris enters into selling agreements with hedge funds and futures funds that it offers (including funds sponsored by affiliates), pursuant to which Altegris, with respect to the interests it sells, is paid a portion of the management and/or performance fees charged by the funds or their managers in respect of those interests. This enables Altegris to offer hedge funds, futures funds and individually managed accounts without charging fees above those charged by the CTAs, funds or managers.