Altegris Investments, Inc.

Altegris Investments, Inc. specializes in alternative investment solutions, focusing on trend following and active management strategies across diverse asset classes for sophisticated investors seeking diversified portfolios. Founded in 2002 in the US, Altegris Investments, Inc. provides alternative investment solutions.

The company underwent a significant transition in June 2018 when it merged with Artivest Holdings, Inc. , a deal involving several venture capital partners. Matt Osborne serves as both the founder and CEO of the firm. Altegris primarily focuses on providing alternative investment solutions that emphasize trend following and active management strategies across various asset classes, including futures and commodities.

Their core offerings are structured to cater to sophisticated investors looking for diversified exposure beyond traditional equity and fixed income markets. Altegris’ investment strategies are designed to address long-term investment trends and capitalize on market inefficiencies, primarily targeting high-net-worth individuals, institutional investors, and family offices. The company operates in North American and international markets, providing services that solve the challenges of volatility, illiquidity, and complexity inherent in alternative investments. Through a combination of private funds and investment advisory services, Altegris aims to facilitate tailored investment opportunities that align with their clients' objectives.

Altegris generates revenue through various transaction structures, primarily involving management fees from their investment advisory services and performance fees based on the success of their private investment funds. Clients engage with Altegris through structured partnerships that allow for access to specialized portfolios, often requiring a capital commitment that reflects their investment goals and risk tolerance. Revenue is derived from these ongoing client relationships, which may include both B2B arrangements with institutional investors and direct-to-consumer offerings for high-net-worth individuals. The firm’s flagship investment strategies, including the Altegris Futures Evolution Strategy Fund, are indicative of their commitment to providing innovative solutions in the alternative investment landscape.

Looking ahead, Altegris Investments, Inc. plans to enhance its product offerings with new alternative investment solutions targeted for launch in late 2023, aimed at expanding its appeal to both institutional and high-net-worth clients. The firm is also focusing on geographical expansion into European markets by 2024, leveraging its expertise in trend following strategies. The recent merger with Artivest Holdings, Inc.

will facilitate these growth initiatives, enhancing access to a broader investor base and supporting the development of innovative products.