Clifford Capital Partners 2022 Q4 Review Webinar


At the start of 2022 we saw nosebleed valuations in growth equities with early recessionary concerns. That backdrop proved to be a difficult environment for equity investing across the board throughout 2022. In 3Q we stated that “opportunities to us seem[ed] clear and significant.” And in the Fourth Quarter we saw a strong reversal towards Value equities.  Our portfolio saw double digit returns in what seemed to be a ground swell of investor focus on business fundamentals. Is this sustainable into 2023?

In this webinar we will discuss: 

  1. A strong 4Q22. Where did the performance come from?
  2. Activist investor influence is on the rise. Where and why?
  3. There are clear signs of market support towards value equities. We will detail several.
  4. Our positioning to take advantage of the first potential “tailwind” that value equities have seen in a decade.

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.

Recording Duration: 00:45:00

Clifford 4Q22 Webinar Registration