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 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.

All managers are not created equal

All Managers Are Not Created Equal

09/13

Why performance dispersion matters

Is the Trend Your Friend

Managed Futures: Is the Trend Your Friend?

06/13

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

Altegris Perspectives

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

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

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

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

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

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)

OWS_BetterFutureManagedFutures_Osborne

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.

Equities.com_AlphaEveryMarket_Sundt

Finding Alpha in Every Market Condition

05/14

Jon Sundt Talks Alternative Investment Strategies with Equities.com

Press page thumbnail

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.

FinAdvisor_VolatilityAhead?_Rivkin_Media_86x64

More Volatility In Markets Ahead? What Investors Can Do

03/14

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

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

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

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.

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.