Clifford Capital Partners 2Q25 Review Webinar

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The second quarter started off with a Bang. Liberation Day ushered in a plethora of volatility where the market see-sawed over the daily media reports around trade deals and tariff speculations. But it appeared that the uncertainty was short-lived, and markets skyrocketed. As Q3 starts and fear is mostly in the rearview mirror, where are the most attractive opportunities?

• Even with significant headwinds, Clifford Capital’s strategies had another solid quarter during one of our most active trading periods in firm history.
• Performance since the heavy 1Q24 momentum trade has been strong, but are we just at the beginning?
• The market’s [irrational?] love of mega caps has opened opportunities in smaller cap names, where our domestic sweet spot has been sub-$50B market cap. We believe this market segment is rich with compelling valuations and potential tailwinds.
• We added to our regional bank exposure. Why? We will cover why we think select financials will benefit from some shifting market dynamics.

For Institutional Investors Only – Not Intended for Retail Audiences. The potential for profits is accompanied by possibility of loss. Past performance does not indicate future results.

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