Stock portfolios that balance core value and deep value investments,
offering high potential for your pursuit of better risk-reward outcomes.

Investing Across the Market Capitalization Spectrum

Every holding in the Clifford Capital All Cap Value and Focused Small Cap Value
equity strategies begins with a high margin of safety.

INDEPENDENT AND PRINCIPLED

Majority employee-owned and aligned
with the interests of our clients.

Capable. Proven. Focused.

Investment professionals with clear accountabilities, demonstrated
expertise and the courage to follow their high convictions.

INFORMED. ENGAGED. RESPECTED.

Actively advancing the dialogue on today’s
investment opportunities and challenges.

How may we be of service?