Research Service

 
 
Access performance for any
fund group clone and upgrade
when you're ready to
implement a strategy.
Access performance and
holdings for all single-manager
clones and get a la carte access
to holdings for any fund group.
Get access to our entire
clone universe or create your
own clones.
 

FREE
$14.95/month
Billed Quarterly
$29.95/fund group
$99.95/month
Billed Quarterly
 
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"Clone" single-managers
Access backtested strategies derived
from individual fund managers
 
 
"Clone" groups of managers
Access backtested strategies derived
from multiple funds
 
 
 
 
 
 
 
 
 
Download performance & holdings
Download a clone's monthly returns and
other performance data in a spreadsheet
 
 
 
Easily analyze historical holdings
Access up to ten years worth
of holdings for any manager
 
 
 
Get realtime e-mail alerts
Get real-time email alerts on tracked
manager activity including 13G/D filings
 
 
 
"Clone" customized groups of managers
Create and backtest strategies derived
from your own custom fund groups
 
 
 
 
 
 
 
 
 
 
Instantly filter and rank strategies
Use the Leaderboard to identify top-performing strategies based on criteria you define
 
 
Track daily clone performance
Easily create lists of clones you want
to track daily
 
 
Combine clones into portfolios
Use our "Clone List" features to create
portfolios from you tracked clones
 
 
Intelligent table sorting
Sort tables to easily spot winners, bargains,
overlapping holdings and manager exposures
 
 
Backtest hedged strategies
Easily hedge clone strategies and
backtest their performance since 2000
 
 
Analyze a stock and its ownership
Access our "stock view" pages to get
ownership behavior for individual tickers
 
 
 
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