ALTERNATIVE ETFS/
MUTUAL FUNDS
Alternative mutual funds (sometimes called alt funds or liquid alts) are publicly offered, SEC-registered mutual funds that hold non-traditional investments or use complex investment and trading strategies. Unlike traditional mutual funds, alt funds often seek to accomplish their investment objectives by investing in non-traditional investments. For example, alt funds might invest in assets such as global real estate, start-up companies, or commodities such as gold or oil. These investments can sometimes offer greater diversification or different returns than more traditional investments such as stocks, bonds, and cash.
REPRESENTATIVE EXAMPLES
List of Services
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Fidelity Global Value Long/Short FundList Item 1
A global equity strategy that focuses on value-oriented stocks through a combination of long and short exposures.
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Fidelity Long/Short Alternative FundList Item 2
A blended “130/30” style product that has a North American equity focus.
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Fidelity Market Neutral Alternative FundList Item 3
A market neutral fund that aims to achieve absolute returns through a balanced combination of long and short positions.
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iMGP DBi Managed Futures Strategy ETFList Item 4
Hedge Fund, Alternatives, North America, U.S.
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First Trust Long/Short Equity ETF
Long-Short, Alternatives, North America, U.S.
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IQ Hedge Multi-Strategy Tracker ETF
Long-Short, Alternatives, Developed Markets, Broad
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Simplify Interest Rate Hedge ETF
Hedge Fund, Alternatives, North America, U.S.
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WisdomTree Managed Futures Strategy Fund
Hedge Fund, Alternatives, North America, U.S.
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Capitol Series Trust Hull Tactical US
Long-Short, Alternatives, North America, U.S.
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Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
Commodity-Linked Futures, Alternatives
At CARLSON ALTERNATIVE INVESTMENTS, we help you navigate the complex world of alternative investments.
Mike Carlson
Founder, President & Chief Investment Officer