Jerry Rutledge - Clough Global Independent Trustee
GLQ Fund | USD 6.42 0.02 0.31% |
Mr. Jerry G. Rutledge is an Independent Trustee of Clough Global Equity Fund, since 2005. Mr. Rutledge is the President and owner of Rutledges Inc., a retail clothing business that has operated for over 40 years. As a recognized community leader in the state of Colorado, Mr. Rutledge was elected as a Regent at the University of Colorado in 1994 and retired in 2007. In addition, Mr. Rutledge is currently serving as a Director of the University of Colorado Hospital and is a Trustee of Financial Investors Trust, an openend investment company, and the Principal Real Estate Income Fund, a closedend investment company. Mr. Rutledge also served as a Director of the American National Bank until 2009. Mr. Rutledge has served as Trustee since the Funds inception. Mr. Rutledge has also served as a member of the Audit Committee and Nominating Committee during his tenure as a Trustee for the Fund. Mr. Rutledge has further enhanced his experience and skills, in conjunction with the other Trustees, through the Boards oversight of the Funds officers in dealing with a diverse range of topics, to include but not limited to, portfolio management, legal and regulatory matters, compliance oversight, preparation of financial statements and oversight of the Funds multiple service providers.
Age | 75 |
Tenure | 20 years |
Phone | 617 204 3400 |
Web | http://www.cloughglobal.com |
Clough Global Management Performance (%)
The company has Return on Asset of (0.39) % which means that on every $100 spent on assets, it lost $0.39. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (37.2) %, meaning that it generated no profit with money invested by stockholders. Clough Global's management efficiency ratios could be used to measure how well Clough Global manages its routine affairs as well as how well it operates its assets and liabilities.Similar Money Managers
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Management Performance
Return On Equity | -37.2 | ||||
Return On Asset | -0.39 |
Clough Global Ef Leadership Team
Elected by the shareholders, the Clough Global's board of directors comprises two types of representatives: Clough Global inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Clough. The board's role is to monitor Clough Global's management team and ensure that shareholders' interests are well served. Clough Global's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Clough Global's outside directors are responsible for providing unbiased perspectives on the board's policies.
Robert Butler, Independent Chairman of the Board of Trustees | ||
Sareena KhwajaDixon, Assistant Secretary | ||
Clifford Weber, Independent Trustee | ||
Jerry Rutledge, Independent Trustee | ||
Kevin McNally, Independent Trustee | ||
Karen DiGravio, Independent Trustee | ||
Adam Crescenzi, Independent Vice Chairman of the Board of Trustees | ||
Jill Kerschen, Assistant Treasurer | ||
Edmund Burke, CEO and President Trustee and Member of Executive Committee | ||
Jeremy May, Principal Financial Officer, Treasurer | ||
Vincent Versaci, Independent Trustee | ||
Bradley Swenson, President | ||
Lucas Foss, Chief Compliance Officer | ||
Jennifer Craig, Assistant Secretary |
Clough Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Clough Global a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Return On Equity | -37.2 | ||||
Return On Asset | -0.39 | ||||
Operating Margin | (81.36) % | ||||
Current Valuation | 261.51 M | ||||
Shares Outstanding | 17.65 M | ||||
Shares Owned By Insiders | 0.11 % | ||||
Shares Owned By Institutions | 24.54 % | ||||
Number Of Shares Shorted | 35.09 K | ||||
Price To Earning | 6.16 X | ||||
Price To Book | 0.57 X |
Pair Trading with Clough Global
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Clough Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Clough Global will appreciate offsetting losses from the drop in the long position's value.Moving against Clough Fund
0.54 | ABQYX | Ab Intermediate Bond | PairCorr |
0.4 | NWJJX | Nationwide Highmark Bond | PairCorr |
0.37 | FXIDX | Fixed Income Shares | PairCorr |
0.35 | TDF | Templeton Dragon Closed | PairCorr |
0.34 | MIPIX | Matthews Asia Dividend | PairCorr |
The ability to find closely correlated positions to Clough Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Clough Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Clough Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Clough Global Ef to buy it.
The correlation of Clough Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Clough Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Clough Global Ef moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Clough Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Clough Fund
Clough Global financial ratios help investors to determine whether Clough Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clough with respect to the benefits of owning Clough Global security.
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