- CLOSED-END FUNDS
- OPEN-END FUNDS
The Fund's investment objective is to provide a high level of total return. The Fund seeks to achieve this objective by applying a fundamental research-driven investment process and will invest in equity and equity-related securities as well as fixed income securities, including both corporate and sovereign debt. The Clough Global Opportunities Fund will invest in both U.S. and non-U.S. markets.
The Fund intends to invest primarily in a managed mix of U.S. and non-U.S. equity and debt securities. The Fund is flexibly managed so that, depending on the Fund's investment adviser's outlook, it sometimes will be more heavily invested in equity securities or in debt or fixed income securities. The Fund will also, in certain situations, augment its investment positions by purchasing call options, both on specific equity securities, as well as securities representing exposure to equity sectors or indices and fixed income indices. Investments in non-U.S. markets will be made primarily through liquid securities, including depositary receipts (which evidence ownership in underlying foreign securities) and exchange traded funds.
Charles I. Clough, Jr., CFA
Chairman, CEO & Portfolio Manager
Chuck Clough is the Chairman and Chief Executive Officer of Clough Capital Partners L.P. He has been active in the securities and investment business for over 52 years.
Prior to founding Clough Capital, Chuck served as the Chief Global Investment Strategist from 1987 through 1999 at Merrill Lynch & Co., Inc. During this time, he advised many of the world's top institutions and investors on portfolio strategy and was named to the Institutional Investor All-America Research Team for 12 years. He earned a place as the top ranked strategist on Wall Street on three separate occasions and has been consistently recognized as a top strategist in areas such as U.S. equities, global investments, and fixed income.
Prior to his tenure at Merrill Lynch, Chuck was Director of Investment Policy and Chief Strategist at Cowen & Co. Previously, he had been the Director of Research and a Portfolio Manager at the Boston Company, a Portfolio Manager at Colonial Management Associates and a Vice President and Senior Research Analyst for both Donaldson, Lufkin & Jenrette and Alliance Capital Management Company. Chuck serves on the boards of a number of hospitals, as well as educational and charitable institutions, including his alma mater, Boston College. Chuck graduated magna cum laude with a major in history and a minor in economics from Boston College and earned an MBA at the University of Chicago. He has been a CFA® charterholder since 1979. Chuck is an ordained permanent deacon in the Roman Catholic Archdiocese of Boston and serves in that capacity at his local parish in Concord, MA.
Partner, Portfolio Manager, Closed-End Funds, Head of Fixed Income
Robert Zdunczyk joined Clough Capital in 2005 and currently serves as a Portfolio Manager of the firm’s closed-end mutual fund products. In addition, Rob is responsible for the trading of all fixed income securities in the Clough portfolios. He has 24 years of industry experience. He has expertise in Mortgage REITs and other income-generating equity sectors. Prior to joining Clough Capital, Rob worked at Wellington Management Company as an Assistant Vice President on The Core Bond team. Rob earned a B.A. from Boston College and an M.S. in Finance from Northeastern University.
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The performance data quoted represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the performance quoted. Performance reflects the deduction of management fees and other applicable expenses. For the most current month-end performance data please call 1.877.CLOUGH5 (1.877.256.8445). Investment returns and value of the Fund shares will fluctuate so that an investor’s shares, when sold, may be worth more or less than their original cost.
Fund inception date is
Returns are cumulative for performance less than one year.
Investment returns and value of the Fund shares will fluctuate so that an investor's shares, when sold, may be worth more or less than their original cost.
Current performance may be higher or lower than the performance quoted.
At the time of sale, your shares may have a market price that is above or below net asset value, and may be worth more or less than your original investment.
Past performance cannot predict future results. Call 1.877.CLOUGH5 (1.877.256.8445) for current month end performance.
Returns include dividends reinvested.
Performance will fluctuate with changes in market conditions. Current performance may be lower or higher than the performance data shown. Performance information shown does not reflect the deduction of taxes that shareholders would pay on Fund distributions or the sale of Fund shares. An investment in the Fund involves risk, including loss of principal.
According to the Fund's holding disclosure policy, as approved by the Board of Trustees, the release of the month-end holdings information will be delayed at least 30 days.
Holdings subject to change without notice.