Equity Strategies

Quality Before Value

Clarkston SMID-Cap Strategy

Seeks to achieve long-term capital appreciation while minimizing volatility and risk by investing primarily in equity securities of U.S. small- and medium-capitalization companies that we believe to be of high quality and believe to be undervalued relative to their expected long-term free cash flows.

Clarkston Mid-Cap Strategy

Seeks to achieve long-term capital appreciation while minimizing volatility and risk by investing primarily in equity securities of U.S. medium-capitalization companies that we believe to be of high quality and believe to be undervalued relative to their expected long-term free cash flows.

Clarkston Large-Cap Strategy

Seeks to achieve long-term capital appreciation while minimizing volatility and risk by investing primarily in equity securities of U.S. large-capitalization companies that we believe to be of high quality and believe to be undervalued relative to their expected long-term free cash flows.

Clarkston Dividend Strategy

Seeks to achieve long-term capital appreciation while minimizing volatility and risk by investing primarily in dividend paying equity securities of U.S. medium- and large-capitalization companies that we believe to be of high quality and believe to be undervalued relative to their expected long-term free cash flows. The dividend component of the strategy consists of seeking companies that have a history of paying dividends and increasing dividends.