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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The Modernization of Private Equity: Understanding and Implementing Private Equity Today

07/16

Learn how to incorporate and evaluate private equity to help diversify and enhance portfolio returns going forward.

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Fiduciary Duty and Non-Traded REITs

10/15

A deeper dive into research on REITs versus Non-Traded REITs

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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

Investment Advisor Series

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A Real Estate Play That Seeks 'Sticky' Tenants

04/17

Four criteria for evaluating REIT opportunities

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Hedge Funds Have Grown Up, for Good and for Bad

01/17

After 10 years, hedge funds are still a mixed bag of opportunity and risk

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The Death of Hedge Funds?

07/16

Hedge funds have struggled over the last few years as fee compression puts pressure on managers.

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A Different Liquidity Trap

05/16

Private equity mutual funds highlight the importance of understanding liquidity goals.

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Managed Futures Got Their Mojo Back

03/16

The strategy started 2016 strong as trends re-emerge in currencies, commodities and interest rates.

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Oracle Jack on Correction, Bear Market

02/16

Altegris’ chief talks bond crisis, inflation and more.

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Back to the Futures

09/15

Managed futures can be a hard sell to confused clients, but those in need of diversifiers should pay attention.

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Two Reasons to Rethink Real Estate Investing

08/15

Access to long-short real estate vehicles that use appropriate hedging is one, and as for rising interest rates...

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.

Broadcast media

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Jack Rivkin examines increased loan growth seen in bank results

07/16

Bank loan growth consistent with employment.

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Erdogan's Leadership as a Turkish Economic Benefit

07/16

Jack Rivkin discusses money and markets related to Turkey in aftermath of failed coup.

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Altegris CEO: Most of Britain Can't Deal With Brexit

06/16

Jack Rivkin interviewed on Bloomberg and gives his thoughts on Brexit fall-out.

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Are We Overreacting to the U.S. Jobs Report

06/16

Jack Rivkin react to today's U.S. jobs report, and discusses the markets and Fed policy.

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Rivkin says Brexit an Excuse for the Fed to Slow Down

05/16

Jack Rivkin talks about the effect of the U.K.'s Brexit referendum on Federal Reserve rate decisions.

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Jack Rivkin examines results of Alibaba Group Holdings on Bloomberg GO

05/16

Alibaba tops fourth-quarter estimates on revenue, sales and non-correlated returns.

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Rivkin says Trump Promises Would Create 'Market on Fire' on Bloomberg GO

05/16

Jack Rivkin discusses the prospect of markets and democracy in a Donald Trump presidency.

Online publications

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Property Plays in an Aging Bull Market

04/17

Barron's interview with Burl East provides insight into his investing strategy.

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Lara Magnusen quoted by MarketWatch on commodities

03/17

Gold, lumber buck rough first quarter and are among notable gainers

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Altegris Partners With GSA Capital On New Managed Futures Fund

03/17

Altegris is excited to leverage GSA Capital Partners’ global reach, data infrastructure and deep research expertise.

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Mining ETFs Could Be Huge Under a Trump Presidency

12/16

Lara Magnusen quoted by US News & World Report in article about commodities poised for a potential boost.

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Managed futures funds gaining traction among advisers

12/16

Investment advisers plan to increase their allocation to managed futures in 2017, according to a survey.

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Plunging Cocoa Prices Mean You Can Splurge on Christmas Chocolate

12/16

Bloomberg quotes Lara Magnusen on the outlook for cocoa prices and factors that are having an impact.

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From Hot to Not, Investors Exit Gold Funds in Switch to Equities

12/16

Lara Magnusen quoted by Bloomberg in article about the price of gold dropping and equities rallying.

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Droughts Push Soft-Commodity Buys to Highest Since 2008

11/16

Bloomberg quotes Lara Magnusen on the potential for high volatility in certain markets.

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Your Morning Sip Will Cost More Thanks to Brazil's Weather Woes

09/16

Bloomberg quotes Lara Magnusen in article about coffee pricing and supply-side constraints

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InvestmentNews quotes Jack Rivkin on private equity interval funds

06/16

Weighing the pros and cons of the new registered funds

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Gold ETF Investors Look Past Brexit, Lift Assets to 2-Year High

06/16

Bloomberg quotes Lara Magnusen on potential gold rally and its effects

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The Oil Rally Could Make You Think Twice About Ordering Dessert

06/16

Lara Magnusen quoted by Bloomberg in article about oil prices and their effect on sugar

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Altegris works to provide diverse exposure to private equity

05/16

Private equity generally has outperformed public equities over the past 32 years according to industry estimates. (login required)

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Gold Keeps Shining as Funds Miss Out on Best Rally in Two Months

05/16

Bloomberg quotes Lara Magnusen on gold and the outlook for Fed action