- AlphaClone Select |
- Momentum Select |
- Value Masters |
- Tiger Cubs |
- Activist Masters |
- High Conviction |
- ETF Ideas |
- International

Activist Masters derives its holdings from a hand-picked selection of activist-oriented investment funds.
Number of managers cloned: 13Aggregate value of disclosed holdings: $73 billion
The AlphaClone Activist Masters Core Strategy seeks to invest quarterly in the largest disclosed US-exchange traded equity holding from EACH investment fund in the group.
Investment Objective
Like all AlphaClone Core Strategies, this portfolio is intended for investors with moderate to aggressive capital appreciation investment objectives.
Stocks included:
US traded equity securities
Number of holdings:
Up to 15
- Each quarter, US-exchange traded equity holdings from each investment fund in the group are ranked highest to lowest based on the market value as of the end of the most recent quarter.
- Securities in the portfolio are then selected to match substantially the largest holding for EACH investment fund in the group.
- All securities are then equal weighted. If the same security appears for multiple managers we treat each instance as a separate holding.


Clone Performance
Rank Strategy against
Strategy
Index
|
Total Return
|
Annualized |
Sharpe Ratio (4%)
|
Max Drawdown
|
||
|---|---|---|---|---|---|
Return
|
Volatility
|
||||
| Activist Masters (Long) | 31.8% | 5.7% | 22.3% | 0.1 | -47.3% |
| Index | 3.5% | 0.7% | 18.8% | -0.2 | -50.9% |
- Q/Q Turnover (avg. prior 4)

- 43.1%
- Alpha

- 5.2
- Beta

- 1.1
- Correlation to Index

- 0.9













Strategies & Performance

Generating Clone...