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Clarkston Capital Partners is a fee-based, SEC-registered investment advisory firm that invests in a concentrated portfolio of quality companies. We are an independent investment management firm with a proprietary investment methodology focused on downside protection and tailored for tax efficiency.
“GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/
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AGILE BOUTIQUE
The portfolios we create on behalf of our clientele feature the same quality, high-value companies that the Clarkston principals invest in themselves. Our success is completely aligned with our clients’ success.
Our clients are sophisticated investors who understand and subscribe to our quality-value based investment philosophy. Clarkston limits the size of its clientele, allowing us to be nimble enough to take advantage of opportunities and changes in the market.
We serve our clients though a separately managed account platform offering customized portfolio solutions and direct investment manager access. Our investment professionals —and principals—communicate with clients regularly and make ourselves available for questions, anytime. As a result, we have built long-lasting relationships with our customers.
FUNDAMENTAL ANALYSTS
Clarkston is comprised of fundamental analysts with rigorous formal accounting training. Our principals are certified public accountants, corporate financial analysts and internal auditors. Our collective experience in financial statement analysis coupled with a passion for knowledge and research isthe foundation of Clarkston.
We continually strive to understand how businesses operate and how those operations are reflected in the financial statements. To avoid risk, we keep our investment philosophy simple: purchase stable, successful companies with identifiable business models and an established track record. |
