Equity Strategies

chessClarkston SMID-Cap Equity Strategy: Seeks long-term, tax-efficient capital appreciation. This strategy primarily invests in a limited number of high quality small and mid-cap U.S. companies that we believe are undervalued. Current income is not an objective.
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Clarkston Large-Cap Equity Strategy: Seeks long-term, tax-efficient capital appreciation. This strategy primarily invests in a limited number of high quality mid and large-cap U.S. companies that we believe are undervalued. Current income is not an objective.
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Clarkston Dividend Strategy: Seeks a balance of current income, capital preservation, and long term capital appreciation. This strategy primarily invests in a limited number of dividend paying mid and large-cap U.S. companies that we believe are undervalued and have the ability to increase dividend payments over time.
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