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Clones can be created by following the stock picks of a
single manager or a custom group of managers. We currently track over
280 managers in our database.
Our cloning strategies include:
- Top Holdings: invest in largest positions
- Best Ideas: invest in largest NEW positions
- Popularity: invest in positions held by the largest number of
managers
Here are a couple of examples:
•A clone that holds Seth Klarman's ten largest holdings each
quarter beat the
S&P 500 by 223% since 2000 (as of 4/30/2010).
•A clone that holds the ten most popular stocks amongst our Value
Masters
Fund Group beat the S&P 500 by 287% since 2000 (as of 4/30/2010).
AlphaClone's research service enables you to track the moves of
hundreds of fund managers and quickly identify stocks that are moving
in and out of favor. You can follow the stock picks of any single
manager, or analyze the collective holdings of fund groups such as our
Hedge Fund Index, Value Masters, or Top Endowments groups.
You can also create your own fund groups based on managers you
think add value.
And the best part is, you can instantaneously back test the groups'
performance for various strategies such as Top Holdings, Best Ideas,
and Popularity.
Take for example our Tiger Cubs fund group, comprised of managers
from legendary hedge fund Tiger Management. You can tap into the
collective intelligence of this group, test various what-if scenarios,
and view ten-year performance track records. For instance, our Tiger
Cubs Top 2 Holdings strategy outperformed the S&P 500 Total Return
Index by 83% over the past ten years
(as of 4/30/10).
•Your main investment objective is capital preservation
•Regardless of investment objective you have little or no tolerance
for loss of principal •Your investment horizon is less than five years
and you are relying on some or all of the dollars your investing to
pay for your expenses during retirement.
Almost invariably, investors who are investing in equities should
have a long term investment horizon for that portion that is
allocated, OR if their horizon is short (less than three years), they
are investing dollars that if lost completely would not impact their
living standard. Answering the “should I” and “how much” questions is
critical before you can move to the next step.
The world's wealthiest people, endowments and pensions have been
investing this way for centuries and when it comes time for them or
their advisors to pick the “best managers”, their preferred choices
for public market investing are usually hedge fund managers. That
should not come as a surprise. Hedge funds pay the most (the standard
fee is 2% management fee annually plus 20% of the profits generated
for investors) so they attract the best fund managers in the world and
can pay for the best research.
There are also less regulatory restrictions on hedge funds.
Hedge funds have more latitude on how to hedge risk or use leverage
and on what securities they can buy, how they are selected and what
proportion of their portfolio is allocated to a certain position. Yet
even the world's wealthiest investors also recognize the importance of
diversification across managers and never put their eggs with just one
manager 0r one investment style.
The AlphaClone Value Masters Core Strategy seeks to invest in
the ten most popular (widely held) securities amongst the twenty
largest disclosed equity holdings from each investment fund in the
group.
Investment stock market picks investment research To assist in this
process, AlphaClone offers an innovative online research service that
enables investors to create customized "clones" and quickly determine
if the strategies have added value over time with instant 10-year
backtests. Once a strategy is selected for investment, users purchase
the stocks that the system suggests and rebalance quarterly when new
holdings are disclosed. Get started today.
For investors who seek more convenient options that don't require
trading, AlphaClone offers a family of Core Strategies that rebalance
automatically via our investment accounts. View our Core Strategies.
Clones can be created by following the stock picks of a single manager
or a custom group of managers. We currently track over 280 managers in
our database.
Our cloning strategies include:
- Top Holdings: invest in largest positions
- Best Ideas: invest in largest NEW positions
- Popularity: invest in positions held by the largest number of
managers
Here are a couple of examples:
•A clone that holds Seth Klarman's ten largest holdings each
quarter beat the
S&P 500 by 223% since 2000 (as of 4/30/2010).
•A clone that holds the ten most popular stocks amongst our Value
Masters
Fund Group beat the S&P 500 by 287% since 2000 (as of 4/30/2010).
AlphaClone's research service enables you to track the moves of
hundreds of fund managers and quickly identify stocks that are moving
in and out of favor. You can follow the stock picks of any single
manager, or analyze the collective holdings of fund groups such as our
Hedge Fund Index, Value Masters, or Top Endowments groups.
You can also create your own fund groups based on managers you
think add value.
And the best part is, you can instantaneously backtest the groups'
performance for various strategies such as Top Holdings,
Best Ideas, and Popularity. Take for example our Tiger Cubs fund
group, comprised of managers from legendary hedge fund Tiger
Management. You can tap into the collective intelligence of this
group, test various what-if scenarios, and view ten-year performance
track records. For instance, our Tiger Cubs Top 2 Holdings strategy
outperformed the S&P 500 Total Return Index by 83% over the past ten
years
(as of 4/30/10).
•Your main investment objective is capital preservation
•Regardless of investment objective you have little or no tolerance
for loss of principal
•Your investment horizon is less than five years and you are
relying on some or all of the dollars your investing to pay for your
expenses during retirement. Almost invariably, investors who are
investing in equities should have a long term investment horizon for
that portion that is allocated, OR if their horizon is short (less
than three years), they are investing dollars that if lost completely
would not impact their living standard. Answering the “should I” and
“how much” questions is critical before you can move to the next step.
The world's wealthiest people, endowments and pensions have been
investing this way for centuries and when it comes time for them or
their advisors to pick the “best managers”, their preferred choices
for public market investing are usually hedge fund managers. That
should not come as a surprise.
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