Clough Capital Marks Five Year Anniversary of Actively Managed ETFs

Clough Capital Partners L.P. ("Clough Capital”), a boutique asset manager with over 25 years of experience, is proud to celebrate the five-year anniversary of its actively managed ETF strategies. Listed on the New York Stock Exchange (NYSE) in November 2020, the Clough Select Equity ETF (CBSE) and the Clough Hedged Equity ETF (CBLS) bring Clough Capital’s research-driven, high-conviction investment approach to the ETF structure.

Since the introduction of CBSE and CBLS five years ago, the market for actively managed ETFs has shifted from a niche to a mainstream focus. With record overall ETF inflows and investor preference rotating back to fundamentals, active management is playing a more prominent role in asset allocation decisions.

Over the trailing 1-year, 3-year, and since inception periods, as of 11/13/2025, CBSE, a high-conviction, long-only equity strategy, has consistently performed within the top quartile of its Morningstar Global Small/Mid Stock Category¹ and has delivered ~180% of the total return performance of its Bloomberg World All-Cap Equal Weight TR Index benchmark since inception as of 11/12/2025.

CBLS, a hedged equity active ETF, is comprised of long and short equity positions seeking to provide capital appreciation with reduced market volatility. This investment approach has shown improving performance as market strength begins to broaden and as fundamental dispersions continue to increase. Clough Capital’s AUM has grown to $1.4 billion, while the combined ETF assets under management have grown to $75.3 million, as of 10/31/2025.

“Five years represents an important stage of maturity for an active ETF strategy,” said Vince Lorusso, President & CEO of Clough Capital and Portfolio Manager of both ETFs. “From their inception, we’ve eschewed chasing market trends or short-term flows and have focused on building track records based on enduring research discipline. The current environment has placed renewed emphasis on fundamentals, creating a meaningful opportunity for thoughtful and active management. We are encouraged by the progress to date and are even more excited about our long-term path forward.”

Looking ahead, Clough Capital intends to continue investing in its long-standing commitment to thoughtful, high-conviction investing.

About Clough Capital

Clough Capital is a boutique asset manager that crafts portfolios seeking to provide superior, risk-adjusted returns for our clients. With $1.4 billion in client assets under management (as of October 31, 2025), Clough Capital was founded in 1999 by Chuck Clough in Boston, MA.

CLOUGH CAPITAL: Always Active. Never Passive.

Investor should consider the investment objectives, risks, charges, and expenses carefully before investing. This and other information are contained in the 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.

The Clough Capital ETFs are distributed by Paralel Distributors, LLC. Paralel Distributors, LLC and Clough Capital are not affiliated.

ETF inception: 11/13/2020

Performance represents past performance and does not guarantee future results. Investment returns and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Current performance as of the most recent month end is available by calling 855-393-0559.

2025 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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The Morningstar rank percentile is based on total return within a given category.

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