The Advisor

About Clough Capital

The Advisor: Clough Capital



Clough Capital Partners L.P. ("Clough Capital" or the "Firm"), is a globally-focused investment management firm with $1.8 billion in client assets under management (as of September 30, 2019). Clough Capital was founded in 2000 by Charles I. (“Chuck”) Clough Jr., after a career culminating as Chief Global Investment Strategist at Merrill Lynch & Co.

Clough Capital invests both long-short and long-only in public equity, fixed income and alternative markets across the globe. The Firm’s investment strategies, in addition to global long-short, include sector specific funds, both by geography and by industry. The Firm delivers those strategies through various investment vehicles including institutional separate accounts, pooled funds and mutual funds (both open and closed end).

Throughout the Firm’s history, Clough Capital has attracted and retained a talented team of investment, operational, compliance and distribution professionals. Today, there are 20 dedicated individuals working on behalf of our clients.


"Clough Capital is a Boston-based investment advisory firm which manages 1.8 billion in assets: 672 million in hedge fund and institutional accounts; 1,015 million in three closed-end funds; and 85 million in open-end mutual funds*"

* as of September 30, 2019

Hedge Fund & Institutional Accounts

Three Closed-End Funds

Open-End Mutual Fund

Firm History



Throughout the Firm's history, Clough Capital has been fortunate to have attracted and retained a talented team of professionals. Today, Clough Capital employs 9 highly experienced investment professionals and 11 non-investment professionals.

Clough Capital has comprehensive infrastructure including research, trading, compliance, technology, and client services. The Firm is a Registered Investment Advisor pursuant to the Investment Advisors Act of 1940.

"Today, Clough Capital employs 9 highly experienced investment professionals and 11 non-investment professionals."

The Team



Our Process

THE INVESTMENT PROCESS



IDEA GENERATION Identify industry trends, understand profit and credit cycles, demographics, regulatory framework, develop themes
SECURITY ANALYSIS Company meetings, financial statement analysis, valuation work, examine business models, identify catalysts
INVESTMENT REVIEW Research meetings, interactive dialogue, security recommendations
PORTFOLIO CONSTRUCTION Security selection, sizing of positions, long and short exposure targeting, geographic weighting, express themes
RISK OVERSIGHT Ongoing portfolio monitoring, risk committee, portfolio analytics, stress testing themes and assumptions
Investment Portfolio

THE RESEARCH PROCESS




Identify Shortages
  • Supply shortages emerge due to inadequate investment, which leads to higher prices
  • Higher prices in turn lead to higher cash flows and higher returns on investment
  • Identify those companies best positioned to take advantage of shortages
Identify Global Geographic
Growth Opportunities
  • Stock market valuations are deemed to be inexpensive
  • A catalyst for growth is present
  • The currency is expected to strengthen relative to the U.S. dollar, enhancing U.S. dollar returns
Identify Unique Global Credit
Market Opportunities
  • Changing economic fundamentals may be a positive factor for both income and price appreciation
  • An attractive yield curve exists to react to changing economic fundamentals
  • For international securities, the currency is expected to strengthen relative to the U.S. dollar, enhancing U.S. dollar returns
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Closed-End Funds


Clough Global Closed-End Funds
1290 Broadway, Suite 1100
Denver, CO 80203

1.877.CLOUGH5 (1.877.256.8445)

SalesInfo@CloughGlobal.com

Open-End Funds


Clough Global Long/Short Fund
P.O. Box 1920 
Denver, CO 80201 

1.855.425.6844

SalesInfo@CloughGlobal.com

Advisor


Clough Capital Partners, L.P.
53 State Street, 27th Floor
Boston MA 02109

617.204.3400

investorrelations@cloughcapital.com


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