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Finding Quality Companies With Great Business Value
Our goal is to achieve superior long-term investment returns while minimizing volatility and risk. To accomplish this, we adhere to our investment philosophy 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. |
Purchase quality companies with enviable business economics. We define high quality as those that possess sustainable competitive advantages resulting in consistently high cash returns on net operating assets (CRONOA ™) and management teams capable of generating high returns on capital.
Our philosophy is governed by a discipline to purchase those companies only when trading at a reasonable discount to their intrinsic value. We believe that future free cash flow determines a company’s business value.
We manage two equity strategies: The Clarkston Small-Cap Equity Strategy and The Clarkston Large-Cap Equity Strategy. Both strategies are governed by our disciplined investment methodology which results in a concentrated portfolio of quality businesses.
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