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Alternative Investments

Quarterly Alternatives Newsletter

Morningstar's quarterly Alternative Investments Observer brings you the latest in alternative investment research trends, facts, and figures. Accredited investors can access more hedge fund research in the accredited-investor version of the newsletter, available in Morningstar DirectTM.

  1. AIO Q2 2014 (Non-Accredited Investor Version)

    In this issue, Josh Charlson, Morningstar Director of Manager Research for Alternative Strategies, conducts an overview of performance and trends across all of Morningstar’s alternative categories. Also, quantitative analyst Lee Davidson investigates which pockets of the investment universe are ...

  2. AIO Q3 2013 (Non-Accredited Investor Version)

    In this issue, Morningstar Analysts focus on the anatomy of business development corporations (BDCs) and what every investor should know before investing in them. Also, Philip Guziec, CFA, dissects option-selling and explains why investors would be incorrect to classify it as income. Finally, ...

  3. AIO Q2 2013 (Non-Accredited Investor Version)

    In this issue, Josh Charney, Alternative Investments analyst, describes the altering landscape of alternatives, posed by the 2012 Morningstar Barron's Alternative Investment Survey. Also, Alternative Investments Strategist, Philip Guziec, CFA, discusses common misconceptions about covered-call ...

  4. AIO Q1 2013 (Non-Accredited Investor Version)

    In this issue, Morningstar’s Director of Alternative Fund Research, Nadia Papagiannis, CFA, discusses the trend of convergence between hedge funds and traditional asset management firms. Also, in this issue’s Quant Corner, Philip Guziec, CFA, provides a guide for using options to hedge equity tail ...

  5. AIO Q4 2012 (Non-Accredited Investor Version)

    In this issue, Elizabeth Collins, CFA, director of basic materials equity research, analyzes the best way to invest in commodities through equities. Also, alternative investments analyst Terry Tian dives into how managed futures funds invest their cash, and the potential impact on returns. Finally, ...

Alternative Investment Guidebooks

  1. Currencies

    This handbook breaks down the various currency strategies, including passive versus active and directional versus non-directional. Learn why investors might want to diversify their currency exposure and how to go about doing it.

  2. Long Short Equity

    Employing the oldest hedge fund strategy in the book, this category's constituents take both long and short positions in equities and related derivatives with the intention of hedging against the downside. Learn about the different types of long-short equity strategies, their performance, and how ...

  3. Market Neutral

    This handbook deconstructs the complicated world of market-neutral equity and arbitrage strategies. Equity market neutral funds match the characteristics of their long and short portfolios, keeping factors such as sector and style exposure similar, and relying on stock-picking to drive performance. ...

  4. Managed Futures

    Funds in this category take long and short positions primarily in futures contracts based on trend-following or price-momentum strategies. This handbook explains everything that you need to know about managed futures strategies, which are now available in mutual funds and ETFs, and how they may ...

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