AlphaClone Unveils Small Cap and Value Manager Indexes

—New Active Indexes Designed to Capture Potential Alpha from Hedge Funds’ High Conviction Holdings—

SAN FRANCISCO--(BUSINESS WIRE)-- AlphaClone, Inc. (“AlphaClone”), a pioneer in building accessible, alpha-seeking active indexes for long-term investors, today announces the launch of the AlphaClone Small Cap Index and AlphaClone Value Manager Index. The indexes seek to give investors the potential to outperform passive market indexes by accessing the investment ideas of the world’s most established hedge funds.

The indexes follow the same proprietary Clone Score methodology used by AlphaClone’s Hedge Fund Downside Hedged Index and AlphaClone’s International Downside Hedged Index. Last year, the firm filed with the Securities and Exchange Commission to register four new exchange-traded funds (ETFs).

“Pursuing the potential for alpha is even more important today for long-term investors, given the anemic growth forecasted for equities and bonds over the next several years,” says Maz Jadallah, CEO of AlphaClone. “We’re delighted to focus our investment methodology to new segments of the equity investment world, further expanding our active indexing approach for global investors.”

The AlphaClone Small Cap Index tracks the performance of US-traded small capitalization equity securities to which hedge funds and institutional investors have disclosed significant exposure. The AlphaClone Value Manager Index tracks the performance of US-traded equity securities to which value-oriented hedge funds and institutional investors have disclosed significant exposure. The proprietary index methodology developed by AlphaClone ranks hedge funds and institutional investors who pursue a value investing approach based on the efficacy of replicating their publicity disclosed positions.

“Having seen success with our methodology inside separately managed accounts over the past five years, we’re excited to further expand access to our innovative investment methodology and are committed to helping long-term investors succeed,” Jadallah continues.

About AlphaClone, Inc.

AlphaClone, Inc. is a registered investment advisor and equity research firm that is a leader in active indexing. AlphaClone's investment products and solutions are derived from institutional investor public disclosures and give investors direct access to stock positions favored by established hedge funds. The firm's proven, intelligent, risk managed, portfolio construction approach seeks to provide liquid, transparent, low-fee strategies that give investors exposure to the alpha potential inherent in hedge fund investments. AlphaClone's innovative investment research and strategies are available to investors through managed accounts, exchange-traded products and an online research services. The firm is based in San Francisco, California.

AlphaClone, Inc. is a registered investment advisor with the SEC. Registration of an investment advisor does not imply any level of skill or training. AlphaClone's investment products seek capital appreciation as their investment objective. There can be no assurance that the investment objective will be achieved. Past performance is not indicative of future results. Consider the investment objectives, risks, charges, expenses and instruments used to implement a strategy before investing. This communication does not constitute an offer or a solicitation to invest with AlphaClone, Inc.

View source version on businesswire.com: http://www.businesswire.com/news/home/20160913005232/en/

Gregory FCA for AlphaClone
Lauren Davis, 610-228-2103
[email protected]

Source: AlphaClone, Inc.

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