We are excited to announce the launch of AlphaClone Core Strategies – investable hedge fund equity strategies that investors can now access through our new investment account service. AlphaClone Core Strategies automatically rebalance each quarter based on new public disclosures, saving you the time and trading costs of having to rebalance yourself. Many of you told us you wanted this convenience and now we're delighted to be able to offer it to you.
These innovative strategies span across several investment themes and have demonstrated outstanding performance over the past several years vs their respective benchmark index (see table below). AlphaClone Core Strategies include:
- Value Masters - Invest in the top consensus stock picks of well known value investors.
- Tiger Cubs - Invest in the top consensus stock picks of fund managers formerly from Tiger Management.
- Activist Masters - Invest in the top holdings of well known activist investors.
- High Conviction - Invest in the top holdings of managers with highly-concentrated equity portfolios.
- ETF Ideas - Invest in the top consensus ETF holdings amongst AlphaClone's fund universe.
- International – invest the top consensus international holdings amongst AlphaClone's hedge fund universe.
Backtested Performance Results
AlphaClone’s investment accounts give you access to alpha generating strategies allow you to sidestep the high fees and hassles of continuously trading within your own account. Our “wrap fee” program charges an annual management fee of between 1.0% and 1.5% that includes ALL trading commissions.
In addition, investment account clients get convenient and continuous online access to their accounts through our broker, Folio Institutional, a division of FOLIOfn Investments Inc. Folio Institutional is a US registered broker/dealer and comprehensive service provider to financial advisors, professionals and institutions, and their clients around the world.
Signing up for our investment accounts couldn't be easier. Our new website allows you to quickly access detailed information on our strategies and their past performance. You can then simply apply for an account online and we'll do the rest.
Thank you for your support – we've been overwhelmed by the response to AlphaClone since we launched a little over a year ago. I’m eager to hear your feedback on these developments which reflect our commitment to providing innovative solutions that meet your investing needs.
