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.

• Download the PDF data sheet of our Small-Cap Equity Strategy

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.