pixel Clough Capital | Global & Alternative Investment Strategies

Firm Overview

Boutique Active Investment Manager · Boston
1999
Founded · Boston
$1.5B
Firm AUM
as of 7/31/26
5
NYSE-Listed Funds
26+
Years Active
Who We Are

Clough Capital Partners L.P. is a boutique asset manager crafting portfolios that seek superior, risk-adjusted returns for discerning investors. Founded over 26 years ago by Chuck Clough, former Chief Global Investment Strategist at Merrill Lynch, the firm integrates a macroeconomic perspective, thematic insight, and rigorous bottom-up research, expressed across a full platform of investment vehicles.

Active Management
Always active, never passive.
Research-driven conviction across cycles.
Investment Manager Access
Direct access to the portfolio managers.
Market insights from Chuck Clough.
Broad & Diverse Clients
Institutional, private wealth, family office.
Wirehouse, broker-dealer, and individual.
Corporate Timeline
September1999Founded by Chuck Clough in Boston, MA
March2000Flagship hedge fund & SMA products launch
June2004Global Dividend & Income Fund lists on NYSE
April2005Global Equity Fund lists on NYSE
July2006Global Opportunities Fund lists on NYSE
November2020CBSE & CBLS list on NYSE (Changebridge Capital)
August2023Clough Capital becomes adviser to CBSE & CBLS
← Swipe to see the full timeline →
Access Today.·Insights For Tomorrow.·Integrity Forever.
Investment Team
Charles I. Clough, Jr., CFA®
Founder, Chairman & CIO
Former Chief Global Investment Strategist, Merrill Lynch.
Vincent M. Lorusso, Jr.
Chief Executive Officer & Portfolio Manager
Leads firm strategy and portfolio management.
William G. Whelan
Partner & Portfolio Manager
Partners on portfolio construction and research.

Our Approach & Platform

Research-driven. Actively managed.
How We Invest
Research Process
Clough research process
Investment Platform
Fund Lineup
FundStructureListed
Clough Select Equity ETFActive ETF · Long-OnlyNov 2020
Clough Hedged Equity ETFActive ETF · Long / ShortNov 2020
Clough Global Opportunities FundClosed-End FundJul 2006
Clough Global Equity FundClosed-End FundApr 2005
Clough Global Dividend & Income FundClosed-End FundJun 2004
All client relationships begin with a conversation.
53 State Street, 27th Floor, Boston, MA 02109 · 617.204.3400 · investorrelations@cloughcapital.com · www.cloughcapital.com

This material is for informational purposes only and does not constitute an offer to provide investment advisory or other services by Clough Capital Partners L.P. ("Clough Capital"), nor a solicitation or recommendation of any security or strategy.

Investors should consider the investment objectives, risks, charges, and expenses of the ETF carefully before investing. This and other information are contained in the ETF’s prospectus, which may be obtained by visiting www.cloughcapital.com/etfs or by calling 855-393-0559. Please read the prospectus carefully before you invest.

Clough Capital serves as the investment adviser to the funds listed above. The Clough Capital ETFs are distributed by Paralel Distributors, LLC. Paralel Distributors, LLC and Clough Capital are not affiliated. Secondary market support for the Clough Capital CEFs is provided by Paralel Technologies, LLC. Paralel Technologies, LLC and Clough Capital are not affiliated.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Firm assets under management are approximate and subject to change.

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