AlphaClone

Activist Masters

Fund Investment Objectives

Like all AlphaClone strategies, AlphaClone Activist Masters derives its holdings from institutional investor public disclosures. AlphaClone Activist Masters seeks to invest in a concentrated portfolio of US-exchange equity securities. The strategy is intended for investors with aggressive capital appreciation investment objectives. Holdings are rebalanced quarterly. This strategy is currently available in separately managed accounts only. Management Fee: 1% - 1.5%. AUM is currently not disclosed.