Clone Score – How We Pick Managers

If you’ve followed us for any amount of time, you ’know that our Clone Score methodology is at the heart of our manager selection process.   There’s nothing magic about the process: We run multiple simulations (clones) that simulate investing in a manager’s disclosed holdings (e.g., largest 1, 3, 5, 10, 20 holdings, etc). We construct […]

The Market Gamble – It Doesn’t Look Good for Today’s Investor

The S&P 500 has returned 10% annualized over the five years ended 6/30/2018 (13% if you include dividends). Those are great returns especially when you put them into context. The number of 5-year investment windows between 12/1949 and 6/2018 that returned an average of 10% annualized or more is 290 out of a total of […]

A New Approach to Active Investing

It’s been easy to argue against active management lately, too many funds to choose from, most of them underperform.  In an environment where the S&P 500 has returned 15% annually over the past five years (double its historical average), it’s no surprise investors are fleeing active funds for passive ETFs.   In that sense, investors […]

Investment Case: How Active Indexing Can Improve Portfolio Returns

Adding active indexes to your portfolio can enhance long term results    Image credit:  AlphaClone is proud to sponsor Paul Holton and Matt Plumb and the C360R Team in the AlphaClone McLaren 570S GT4 competing in the Continental Tire SportsCar Challenge.

The Fast Money Takes It Slow

We take a definitive look at hedge fund holding periods. We analyze holding periods for all Form 13F disclosed securities as well as for those held with high conviction. We also look at whether the length of a manager’s holding period is predictive in any way to the efficacy of following their holdings.

Active v Passive – A False Choice

If you’ve spent any time learning about AlphaClone’s investment approach, you know our goal is to combine the best of active and passive investment approaches into one.  Our strategies are passive because they are 100% rules based and comprise an index that can be tracked by a publicly traded security such as an ETF.  We […]

A New Way to Unlock Investment Success

The very nature of making investment decisions is difficult – an investor can only evaluate an investment based on historical returns and/or credibility. Yet both of these attributes are poor predictors of what the investor is actually paying for – future performance. Combine this with the fact that there are nearly 30,000 investment products to […]

More Investment Advice from Warren Buffett

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AlphaClone Expands, Raises $2.25 Million Financing Led by Operative Capital