Our goal is to achieve superior long-term investment returns while minimizing volatility and risk. To accomplish this, we adhere to our investment philosophy, which is based on belief that success is driven by two characteristics:
|The Clarkston Credo is to build lasting relationships with select clients by providing investment excellence, sound educational advice, and exceptional customized service.
- Sustainable competitive advantages that consistently result in high Cash Returns On Net Operating Assets (CRONOA™).
- Management teams which are capable of generating high returns on capital.
Our philosophy is governed by a discipline to purchase companies only when they are trading at a reasonable discount to their intrinsic value. We believe that future free cash flow determines a company’s business value.
We manage three equity strategies: Small-Cap Equity, Large-Cap Equity, and Dividend. All three strategies are governed by our disciplined investment methodology, which results in a diversified portfolio of assets.