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Retooling the Alpha Engine

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 Small Cap Value, Mid Cap Value and
All Cap Value equity strategies begins with a high margin of safety.

All Cap
Value

INDEPENDENT AND PRINCIPLED

100% 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?

Learn more about our retooling of the alpha engine.