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Clough Global

INVESTMENT PROCESS

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