Clifford Capital Partners

Focused Small Cap Value Strategy

Offers exposure to US Value equities of small sized companies (by market capitalization). Small sized companies are attractive to many investors because they retain much of the growth potential of small companies but with more of the structural strength often exhibited by large cap companies.

The Focused Small Cap Value Strategy is characterized by:

  • Risk Management — a high margin of safety for every holding at initial purchase
  • Concentration —portfolio of 25-35 small cap stocks
  • Diversification — a balance of Core Value and Deep Value holdings
  • Bottom-up, fundamentals based investing
  • Established track record

Learn More About Our Strategies

Focused Small Cap