Clifford Capital Partners

SMid Value Strategy

Offers exposure to SMid Value equities of small to midsized companies (by market capitalization). Small and midsized 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 SMid Value Strategy is characterized by:

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

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