🎥 Click Here to Watch the Replay of the Clifford Capital Partners 2024 Review Webinar
2024 had a bit of everything. Momentum skyrocketed in Q1 followed by a historic “Value trade” in July. Uncertainty around a contentious election and long-term rate trajectory left mega caps maintaining nosebleed valuations. Where do we look for performance going forward?
The opportunities presented outside the mega-caps has everyone starting to take notice. How will asset flows into these areas take shape and what is the best way to position for it? In this webinar we will consider the following:
- Investor focus on the largest companies has created great opportunities elsewhere
- The new administration’s agenda has capital markets excited for increased M&A
- “Too good to be true” valuations are no longer being ignored, and well-known activist investors are taking positions in Clifford stocksÂ
- What names have us most excited?
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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.
