The Firm

INVESTMENT STRATEGIES

The Clarkston Small-Cap Equity Strategy is designed to provide investors with long-term, tax-efficient appreciation via exposure to the U.S. Small-Cap Universe. The portfolio’s goal is to outperform the Russell 2000 over full market cycles while exhibiting less volatility than the index. The strategy primarily invests in companies with a market capitalization below that of the largest company in the Russell 2000 index at the time of initial purchase.

The Clarkston Large-Cap Equity Strategy is designed to provide investors with long-term, tax-efficient appreciation via exposure to the U.S Large-Cap Equity universe. The portfolio’s goal is to outperform the S&P 500 Index over full market cycles while exhibiting less volatility than the index. The strategy primarily invests in companies with market capitalizations greater than $1 billion at the time of initial purchase.

The Clarkston Dividend Strategy is designed to provide investors with a balance of current income, capital preservation, and long term capital appreciation through investments in high quality common stocks that trade at attractive valuations. The strategy primarily invests in dividend paying companies with market capitalization greater than $1 billion at the time of initial purchase and the ability to provide increasing dividend payments over time. The portfolio’s goal is to outperform the S&P 500 over five year periods.

 


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