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Strategies & Performance
Strategies & Performance
Momentum Select derives its holdings by dynamically combining managers each quarter that have the highest performance momentum when cloned.
This strategy is available to investment account clients only. If you're a financial advisor and would like to inquire about how to access this strategy, please contact us.
Questions? Review our Investment Account FAQs
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Strategy
The AlphaClone Momentum Select Core Strategy seeks to invest in securities that are amongst those publicly disclosed by the managers that make up 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 25
The AlphaClone Momentum Select Core Strategy seeks to invest in securities that are amongst those publicly disclosed by the managers that make up 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 25
Risk Management
Rebalance/Update frequency: Quarterly (approximately 50 days after the end of each calendar quarter).
- When implemented in client accounts, Momentum Select employs a dynamic hedge to manage downside market volatility and risk.
Rebalance/Update frequency: Quarterly (approximately 50 days after the end of each calendar quarter).
