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 Altegris Investments
    Specialists in Alternative Investments
 

  

Member of:


www.nfa.futures.org


www.nasd.com

 
 

MATTHEW C. OSBORNE

Executive Vice President & CIO
Member, Investment Committee

Matthew C. Osborne serves as a Vice President and Secretary of Altegris Investments, Inc. and brings 20 years of business and financial market experience to his role. He leads the research team’s effort to discover new alternative investment talent, and oversees the due diligence process.

Prior to forming Altegris with Jon Sundt and Robert Amedeo, Mr. Osborne was Director of Research for Man’s Managed Investments Division in La Jolla, California. Before moving to the United States, Mr. Osborne had a 12-year career with the Caxton Group family office, New Zealand’s largest private company.

In his role as Investment Manager 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. He also gained significant trading expertise in foreign currencies, stocks, fixed income, global futures and options. In his role as Corporate Treasurer for the family’s manufacturing company, he was responsible for risk management in interest rates and foreign currencies as well as debt portfolio management.
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.

Altegris, a member of NASD and the NFA, offers various alternative investments, including hedge funds, futures funds and managed commodity and futures 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 a SEC-registered Broker-Dealer and a CFTC-registered Introducing Broker. Although we may give advice that is incidental to our brokerage services, we are not an Investment Adviser. Altegris has entered into selling agreements with all of the investment products that we offer (including investment products of our affiliates), pursuant to which we are paid fees by the investment products or their managers in connection with sales we make. This enables us to offer products without charging fees above those charged by the products or managers.