Network·Venture Capital

Cloverpoint, LLC

Unclaimed

📍 MINNEAPOLIS, MN

Venture Capitalenergy
www.cloverpointcapital.com/

SEC CRD #801-132860

About

--> Cloverpoint | Hedge Fund ETFs, 13F Filings | ETFs Minneapolis MN top of page Core Alpha Strategies Long-Only concentrated core curated best ideas style diversified tax efficient etf s sma s INVEST 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. OUR APPROACH 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 ​ ​ 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 INVE

Key Contact

MD

MICHAEL DESLAURIERS

CHIEF COMPLIANCE OFFICER

📞 (952) 208-8620

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Geographic Focus

usglobal ex usglobal

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Location

MINNEAPOLIS, MN

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