Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
9.22
-0.66
-6.68%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🤖 Market chaos? You're not alone. Look for ideas with our AI, beating S&P 500 by 12%+ YTD
Get Picks Here
Altegris/aaca Opportunistic Real Estate Fund I (RAAIX)
Add to/Remove from a Portfolio
Add to Watchlist
04/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 58.51M
Altegris/AACA Opportunistic Real Estt I
9.22
-0.66
-6.68%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
RAAIX Overview
On this page you'll find an in-depth profile of Altegris/aaca Opportunistic Real Estate Fund I. Learn about the key management, total assets, investment strategy and contact information of RAAIX among other information.
Investment Strategy
The investment seeks to provide total return through long term capital appreciation and current income by investing, both long and short, in equity securities of real estate and real estate related companies. Under normal circumstances, the fund invests at least 80% of its net assets (defined as net assets plus the amount of any borrowing for investment purposes) in both long and short positions in equity securities of "real estate" companies and "real estate related" companies (collectively "real estate companies"). It is non-diversified.
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 |
|---|---|---|---|
| Creede Murphy | Investment Analyst | 2021 | Now |
| Biography | Mr. Murphy has over eight years of analyst experience in investment management, providing investment research, financial modeling, security valuation, and general portfolio management services. He is also a licensed architect with 10 years of experience in architecture and real estate development which gives him a unique insight into real estate deals and investment opportunities. Mr. Murphy holds a Masters of Business Administration from the University of California San Diego, where he studied Modern Portfolio Theory under Nobel Laureate Harry Markowitz, and holds a Masters of Architecture and a Bachelors of Arts in Architecture. Other significant experience: -Level II candidate in the CFA Program -Licensed Architect (NM)- National Council of Architectural Registration Boards -Introduction to Commercial Investment Real Estate Analysis-CCIM Institute -Series 65 License | ||
| Burland B. East | CEO & CIO, Portfolio Manager | 2014 | Now |
| Biography | Mr. East has served as the Chief Executive Officer and a portfolio manager of American Assets Capital Advisers since October 2010. From October 2001 to July 2010, he was a Managing Principal of Silver Portal Capital, LLC, a FINRA regulated investment bank specializing in institutional real estate. From August 1992 to February 2001, he served as a Managing Director, Senior Equity Analyst and Group Co-Head at Wachovia Securities (and its predecessor companies, First Union Securities, EVEREN Securities, Inc., Research Division and Kemper Securities Inc.), with primary responsibility for equity research coverage of all forms of publicly traded real estate companies and related investment banking. Mr. East serves on the Board of Advisors of Comunidad Realty Partners. Mr. East served as Independent Director at Excel Trust, Inc. (NYSE: EXL) from April 2010 to 2015. Mr. East is a former NAREIT member and was a Board Associate in 1998/1999. Mr. East served on the Leadership Council of the Lusk Center for Real Estate at the University of Southern California from 2003 to 2014. In 1996, 1997 and 1998, he was recognized among outstanding sell-side analysts by Dow Jones Publishing/Realty Stock Review. He holds a Chartered Financial Analyst designation. Mr. East received a Bachelor’s of Arts in Business and Master’s Degree in Business Administration from Loyola College in Maryland. | ||
| Eric Bundonis | Vice President | 2014 | 2016 |
| 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. | ||
| Matthew C. Osborne | CIO (Chief Investment Officer) | 2014 | 2014 |
| 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. | ||
Write your thoughts about Altegris/aaca Opportunistic Real Estate Fund I
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review