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TheAltView

TheAltView gives a (FREE) skeptical take on Alternative Investments. We also show ways to make better high-level investment decisions. That may sound arrogant, but the approach is grounded in humility.

Newsletter · By TheAltView · English · Official site

Indexed issues, last 90 days
10
Latest publication
Sep 28, 2026
Audience
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Earliest in this view
Jul 13, 2026

Latest issues

  1. Issue · Sep 28, 2026

    Private Equity’s Math Problem, feat. Coller Capital & JPMI (opens the original)

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    <img alt="" class="sizing-normal" height="302" src="https://substackcdn.com/image/fetch/$s_!CX-C!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9ac836d5-ed97-4439-8730-d3c449ea4092_430x302.png" w

  2. Issue · Sep 17, 2026

    Bluerock Private Real Estate Fund: It’s great to be the boss (opens the original)

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    <img alt="" class="sizing-normal" height="794" src="https://substackcdn.com/image/fetch/$s_!dCBS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F311f9425-17dd-488e-b6bc-80cacf346400_2816x1536.j

  3. Issue · Sep 10, 2026

    IPERS: Fake Outperformance Article Summary (opens the original)

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    <img alt="" class="sizing-normal" height="624" src="https://substackcdn.com/image/fetch/$s_!NnFg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3836a403-73ab-4637-872f-e273233fee1c_852x624.png" w

  4. Issue · Sep 10, 2026

    IPERS: From Fake Outperformance to Real Cash Bonuses (opens the original)

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    <img alt="" class="sizing-normal" height="624" src="https://substackcdn.com/image/fetch/$s_!dw--!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa045733f-eed8-4fb5-9040-bd8cb2b555e8_852x624.png" w

  5. Issue · Sep 7, 2026

    IPERS: “Passive Alpha” Summary (opens the original)

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    An 18-minute summary of our work on IPERS. We are new at this, please have mercy, we will get better!ALSO: TheAltView is now set up with three sections:The AltView. All written content except for pension-related stuff.The AltView Podcast. Video summaries, and (soon!) interviews.The Altview Pensions. Pension-related articles. All of our subs (and new subs) are subscribed by default to all three, but it is easy to unsubscribe from one section. Just click unsubscribe and the menu will appear.

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