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Altegris Futures Evolution Strategy Fund Class I (EVOIX)
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6.19
-0.09
-1.43%
04/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 27.72M
Altegris Futures Evolution Strategy I
6.19
-0.09
-1.43%
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EVOIX Overview
On this page you'll find an in-depth profile of Altegris Futures Evolution Strategy Fund Class I. Learn about the key management, total assets, investment strategy and contact information of EVOIX among other information.
Contact Information
Address
1200 Prospect Street, Suite 400
La Jolla,CA 92037
United States
La Jolla,CA 92037
United States
Phone
858-459-7040
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew C. Osborne | CIO (Chief Investment Officer) | 2011 | Now |
| Biography | Mr. Osborne is a Founder of Altegris Advisors, and has served as its Chief Investment Officer since January 2016, and was previously its Executive Vice President from February 2010 to June 2015, and Co-President from June 2015, to January 2016. From July 2002 to December 2014, he also served as Director and Vice President of Altegris Funds. He also serves as a manager and Executive Vice President of Altegris Clearing Solutions and, until December 2014, of Altegris Futures. Mr. Osborne brings more than 20 years of international business and financial market experience to his role in directing the managed futures strategies and related strategic initiatives for Altegris Advisors. Mr. Osborne was Director of Research for the Managed Investments Division of Man Financial. Previous to his role at Man Financial, Mr. Osborne served as Investment Manager for a family office in his native New Zealand where 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. | ||
| Antolin Garza | - | 2020 | 2022 |
| Biography | Antolin Garza serves as a Portfolio Manager and Senior Research Analyst at Altegris Advisors. Mr. Garza has served as a Senior Research Analyst since December 2014. His responsibilities include portfolio management, manager sourcing, research, and due diligence across a wide variety of alternative strategies. Mr. Garza brings over seven years of alternative investment experience. Since joining the Adviser in December 2012, Mr. Garza served as Associate Vice President, Research Analyst through November 2014. Prior to joining the Adviser, Mr. Garza 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, Mr. Garza 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, Mr. Garza assisted in constructing hedge fund portfolios for implementation byinstitutional clients. At NEPC, where beginning in September 2008, Mr. Garza served in various capacities, including Hedge Fund Portfolio Analyst and Portfolio Analyst. Previously, Mr. Garza was employed by State Street Corporation as a Bank Loan Specialist in the Senior Loan Services Group. Mr. Garza received a BBA in Finance from the University of Texas, San Antonio. | ||
| Jeffrey E. Gundlach | CEO, CIO | 2011 | 2021 |
| Biography | Mr. Gundlach is CEO of DoubleLine. In 2011, he appeared on the cover of Barron's as "The New Bond King." In 2013, Institutional Investor named him "Money Manager of the Year." In 2012, 2015 and 2016, he was named one of "The Fifty Most Influential" in Bloomberg Markets. In 2017, he was inducted into the FIASI Fixed Income Hall of Fame. Mr. Gundlach is a summa cum laude graduate of Dartmouth College, with degrees in Mathematics and Philosophy. | ||
| Eric Bundonis | Vice President | 2014 | 2020 |
| Biography | Eric Bundonis, CFA, has served as Director of Research and Sourcing of Altegris since November 2014 and served as Vice President until July 2015. From February 2012 to November 2014, Mr. Bundonis was Co-Director of Research and Investments of Altegris. His responsibilities include portfolio management, manager sourcing, research, and due diligence across a wide variety of alternative strategies. From July 2009 to January 2012, Mr. Bundonis served as Vice President, Senior Research Analyst for an affiliate of Altegris. Prior to joining the Adviser in 2009, Mr. Bundonis was an Associate at OneCapital Management Partners in New York. As a member of OneCapital’s investment committee, Mr. Bundonis was responsible for identifying, selecting, and monitoring investments for multi-manager funds of hedge funds serving institutional and high net worth investors. Mr. Bundonis 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 | Portfolio Manager | 2017 | 2018 |
| Biography | Edgardo Goldaracena serves as a Portfolio Manager at the Adviser since March 2016. Mr. Goldaracena is also a Portfolio Manager of the Altegris Multi-Strategy Alternative Fund since March 2016 and serves as a Senior Research Analyst at the Adviser responsible for manager selection and due diligence since July 2012. From March 2008 to June 2012, Mr. Goldaracena was a Research Analyst at Albourne Partners where he conducted due diligence on hedge funds across various investment strategies. Previously, Mr. Goldaracena 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. Mr. Goldaracena is a CFA® Charterholder. | ||
| Lara Magnusen | Portfolio Manager | 2016 | 2017 |
| Biography | Lara Magnusen has served as a Portfolio Manager and Portfolio Strategist of the Adviser since November 2014, and is a member of the Investment Committee. Ms. Magnusen has held several positions with the Adviser including, Director, Investment Products from January 2012 to November 2014 and Director, Research and Investments from July 2010 to January 2012. Ms. Magnusen served as Vice President, Research and Investments for an affiliate of the Adviser from November 2008 to June 2010. Ms. Magnusen has worked at the Adviser or an affiliate since October 2005, previously serving as Senior Research Associate from October 2005 to May 2008. She served as Director of Manager Research for Cabezon Capital LLC from May 2008 to November 2008, responsible for due diligence and development of emerging hedge fund managers. Before joining the Adviser, Ms. Magnusen, served in investor relations and associate portfolio managers roles at Helix Investment Partners from July 2003 to May 2005, a fixed income oriented hedge fund, in a temporary associate position with MAG Capital, a venture capital and private equity firm, from May 2005 to September 2005, and as a Financial Analyst at Goldman Sachs from September 2000 to May 2003. Ms. Magnusen is also a board member for the Unusual Suspects Theatre Company, a non-profit that mentors and empowers youth in underserved and at-risk environments. Ms. Magnusen 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). | ||
| Robert J. Murphy | Senior Vice President | 2014 | 2016 |
| Biography | Mr. Murphy has served as Senior Vice President and Deputy Chief Investment Officer of the Altegris Advisors, L.L.C. since August 2014. Mr. Murphy is a member of the Altegris Investment Committee and is responsible for specific portfolio and risk management responsibilities. From July 2009 to July 2014, Mr. Murphy served as the Chief Investment Officer, Co-Portfolio Manager and Director of Risk for Hatteras Alternative Mutual Funds, a subsidiary of Hatteras Funds. At Hatteras he led the portfolio management team with responsibility for establishing the policies, processes and direction for asset allocation, portfolio construction and portfolio management. Prior to joining Hatteras, Mr. Murphy was with Ivy Asset Management Corp. LLC, a division of BNY Mellon Asset Management, as a Managing Director in the Investments Group and in the Investment Products and Strategy Group from October 2008 to July 2009. Before joining Ivy in August 2008, Mr. Murphy was a Partner and Director of Risk Management at Meridian Capital Partners, where, beginning in October 2001, he worked in various senior capacities, including investment manager research and portfolio management. Earlier in his career, Mr. Murphy was a senior fixed income investment banker with several respected financial industry organizations including DLJ and Bear Stearns. Mr. Murphy received his BA and MBA degrees from the State University of New York at Albany. He has earned designations as a Charter Financial Analyst (CFA®), Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA). | ||
| Allen H. Cheng | Manager | 2011 | 2014 |
| Biography | Mr. Cheng has served as Senior Vice President and Chief Investment Officer of the adviser since July 1, 2010. From August 2008 through June 2010, Mr. Cheng served as Managing Director of Research and Investments for Altegris Investments, Inc. Mr. Cheng brings over 20 years of hedge fund and alternative investment experience to the adviser. Prior to joining Altegris Investments, Inc. in July 2008, Mr. Cheng served as Managing Director, Head of Fund of Funds Portfolio Management at Bank of America's Alternative Investment Group. Mr. Cheng's previous experience includes responsibility as Managing Director-Head of Research for Optima Fund Management, an investment advisory firm specialized in alternative investments. He began his alternative investment career at Moore Capital Management managing asset allocation and research for hedge fund multi-manager products. Mr. Cheng earned his BA in Finance from the University of Maryland and MBA from the University of Michigan. | ||
| Jon C. Sundt | President | 2011 | 2014 |
| Biography | Mr. Sundt has served as President and Chief Executive Officer of the adviser since its founding in February, 2010. He also currently serves as President and Chief Executive Officer of Altegris Investments, Inc., a SEC-registered broker-dealer that is an indirect affiliate of the adviser. From October 2004 to the present he has also served as President of Altegris Portfolio Management, Inc.. Mr. Sundt serves as the manager, CEO and the President of Altegris Services, L.L.C. ( "Altegris Services "), an administrative and operations company, Altegris Clearing Solutions, L.L.C. ( "Altegris Clearing Solutions "), a commodity trading advisor and introducing broker registered with the CFTC, and of Altegris Futures, L.L.C. ( "Altegris Futures "), an introducing broker registered with the CFTC. Mr. Sundt brings more than 23 years of experience in the alternative investment industry to the adviser. Prior to co-founding Altegris Capital LLC ( "Capital "), in 2002, which prior to its acquisition by Genworth in 2010, was the former parent of a number of the Altegris companies described above, Mr. Sundt was Director of Managed Accounts and Senior Vice President of the Managed Investments Division of Man Financial. An expert in managed futures and alternative investment strategies, Mr. Sundt is widely quoted by leading financial media and a variety of industry publications. | ||
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