Dmitri Alexeev

Equities, Market Analysis, Multi Asset Class, Portfolio Construction, Private Credit

Private Credit Is Going Mainstream: What It Means for Alternative Portfolios

Once a niche corner of the alternative investment universe, private credit is now entering the spotlight. With large institutions like Goldman Sachs preparing to roll out private credit strategies into retirement vehicles like 401(k) plans, the asset class is becoming a foundational building block in modern portfolios—not just for institutions, but also for family offices, advisors, and even affluent retail investors. Having the right tools to incorporate this asset class into investor portfolios becomes more important every day.

Dmitri Alexeev
07/28/2025

Equities, Market Analysis, Multi Asset Class, Portfolio Construction, Private Equity

Private Equity in 401(k) Plans: Innovation or Illusion?

A 2020 U.S. Department of Labor guidance (under the Trump administration) gave 401(k) plan fiduciaries a green light to include private equity exposure in diversified vehicles like target-date funds (TDFs) or balanced funds. But there is more to having a new asset class in your 401k than simply allowing it to be included.

Dmitri Alexeev
07/21/2025

Cryptos, Market Analysis

What Bitcoin’s Correlation with the Stock Market Means for Investors

As Bitcoin reached a new all-time high, surpassing $123,000 on Monday, July 14, 2025 fueled by ETF inflows, growing institutional interest and investor optimism, it is important to reflect on its overall relationship with the stock market. As an investor, understanding the dynamics between different asset classes is critical in crafting a balanced and diversified portfolio.

Dmitri Alexeev
07/14/2025

AlphaBot Tutorial, CTAs, Hedge Funds, Market Analysis, Multi Asset Class, Portfolio Construction

The CIO’s Shortcut: Practical Uses of Fast Pro Forma Tools for Investment Committees

Investment Committee (IC) meetings are both an opportunity and a pain for Chief Investment Officers (CIOs). This is where a brilliant idea may fall flat on its face due to insufficient clarity or visual perspective. With fast and interactive Proforma Building tool the CIO is no longer pitching a “cool” but abstract idea, but rather presenting a path to portfolio *evolution* with visuals and stats supporting it.

Dmitri Alexeev
07/07/2025

AlphaBot Tutorial, CTAs, Hedge Funds, Market Analysis, Multi Asset Class, Portfolio Construction

Beyond the Track Record: How Peer Group Comparisons Reveal True Hedge Fund Skill

The typical question investors ask a fund manager is “What is the track record?” And while it is definitely important, looking at absolute returns of a single fund can be dangerously misleading.

Dmitri Alexeev
06/30/2025

AlphaBot Tutorial, Market Analysis, Multi Asset Class, Portfolio Construction

Building Benchmarks for Alternative Investments Using Model Portfolios

Alternative investments — including private equity, hedge funds, infrastructure, and real assets — offer diversification and potential outperformance. But unlike traditional asset classes, they don’t fit neatly into well-known market indices.

Dmitri Alexeev
06/22/2025

Equities, Market Analysis

Are Republican or Democrat Presidents better for the stock market?

S&P 500 with Republican presidents highlighted

Is US President's party affiliation a driving factor for stock market? We take a look using new Market Environment analysis tool in AlphaBot.

Dmitri Alexeev
01/27/2025

Cryptos, Market Analysis, Portfolio Construction

Alphabot’s Crypto Portfolio Update 2023

In April last year we created an index-like portfolio of major cryptocurrencies; it was constructed using the five coins with the highest market cap each year (measured by year-end) and then held for one year). This approach has shown interesting results over more than seven years of analysis, basically doubling the return of Bitcoin alone and outperforming equities.

Dmitri Alexeev
09/25/2023

Hedge Funds, Market Analysis, Private Equity

Is The Private Equity Hype Over (?)

The rise in public equity prices during the ZIRP and quantitative easing years was mirrored in the private equity space as an abundance of cheap debt armed an ever increasing number of buyout funds with the ammunition they needed to complete deals.

Dmitri Alexeev
06/06/2023

Equities, Hedge Funds, Market Analysis

Goldman Sachs Hedge Fund VIP ETF 2022 Review

Are hedge funds good at picking their favorite long positions? We review GVIP ETF performance for 2022 to find the answer.

Dmitri Alexeev
02/07/2023