top of page

Long-Only

concentrated core

curated best ideas

style diversified

tax efficient

etfs

smas
 

CLOVERPOINT CORE ALPHA STRATEGIES

Core Alpha strategies are ”best ideas” portfolios that leverage the high conviction stock ideas of multiple selected fund managers primarily using 13F filings and is constructed to be diversified across Growth, Value, and Quality stocks.

"Generally, I think it’s quite smart to identify some investors you regard as very skilled, and carefully examine everything they’re buying, and copy what you please.”

– Charlie Munger

beliefs

Alpha exists, managers can beat the market, but the cost is too high. 

 

Too many things get in the way of an investor's ultimate return:

  • ​Fees

  • Fund Expenses

  • Taxes

  • Overdiversification

  • Illiquidity + Opportunity Cost

​

​

CP1.PNG

Our solution

Defined an "ideal" equity strategy:

  • "High Conviction/Best Ideas" only

  • Diversified in Growth, Quality, and Value stocks

  • Tax-Efficient

  • ETF level fees, not hedge fund fees

  • ETF level liquidity, not lock-ups

  • Limits single stock and sector risk

  • Provides portfolio efficiency

 

Created the strategy ourselves using a disciplined combination of what we determine to be high conviction ideas across multiple investment managers into a single, unified portfolio.

 

Available Strategies

Cloverpoint Core Alpha US
Focus: US Equity Large + Mid Cap
Fee/Expense Ratio: 0.50%
Separately Managed Accounts Available
ETF

Cloverpoint Core Alpha International
Focus: Global ex US Equity
Fee/Expense Ratio: 0.50%
Separately Managed Accounts Available
ETF

Cloverpoint Core Alpha Global
Focus: Global Equity
Fee/Expense Ratio: 0.50%
Separately Managed Accounts Available
ETF

Cloverpoint Core Alpha Power Evolution
Focus: Energy Transition Related
Fee/Expense Ratio: 0.50%
Separately Managed Accounts
ETF

bottom of page