Clarkston Capital Partners, LLC is a Michigan-based investment management firm that is 100% employee owned. Our Midwestern roots combined with our diverse backgrounds provide the foundation for the investment philosophy we utilize to serve institutional and individual investors alike.
Clarkston’s beginnings trace back to 2004 when brothers Jeff and Jerry Hakala founded Clarkston Capital Management, LLC after each started their career in a field other than investment management. After graduating from college, Jeff initially pursued public accounting while Jerry served in corporate finance. During this time, they developed a passion for investing. Without the prototypical portfolio management background, and the book of business that often follows when portfolio managers leave to start their own firm, they were able to take a patient approach to developing their own specific approach to investing. Over time, the brothers developed an investment philosophy that we refer to as “Quality and Value” that relies on a combination of their Midwestern values and the patience and discipline developed through their atypical beginnings.
Clarkston’s “Quality and Value” investment philosophy focuses on buying quality companies that meet our quality criteria and are undervalued according to our estimates of each company’s intrinsic value. The firm currently implements this investment philosophy to manage four equity strategies: SMID-Cap, Mid-Cap, Large-Cap and Dividend.