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Josh Charney, CFA

Josh Charney, CFA, is an analyst covering alternative strategies on Morningstar’s manager research team.


This large alternative fund has outperformed the S&P 500 in volatile years, but investors should be mindful that the fund could experience more volatility in the future.

The AQR Managed Futures management team--Morningstar's 2013 Alternatives Fund Manager of the Year award winner--describes what the fund's diversified trend-following approach can add to a portfolio.

Altegris' Matt Osborne explains the reasons behind the growing popularity of managed-futures strategies and how investors should approach these types of funds.