Culture
RESEARCH TEMPERAMENT
Culture
Find Your Genius
A key objective of the firm is to find the “genius” of each team member, regardless of whether it fits the individual’s job description. Team member’s allowed to discover, magnify and exploit natural talent will be more productive in work and passionate about their role.
Freedom
Freedom to Succeed
As an independent privately held institutional boutique, we actively support the “freedom to succeed” of each team member. Even before Covid-19, our team members had flexible work hours with work from home information technology capabilities to maximize effectiveness while balancing work and personal priorities.
Whether in efforts related to the investment process, client service, operations, public service, or private life, we believe passionate team members will deliver better results for clients.
Greater
Together We Are Greater than the Sum of Our Parts
We believe the firm’s team-first humble “all hands on deck” attitude leads to selfless behavior. While each team member prioritizes efforts within specific area of “genius” (specialized expertise and passion), the realities of having a relatively small team require each member to perform multiple duties regardless of individual spheres of responsibility. Working together to achieve superior results is fun and a compelling aspect of firm culture.
Ownership
MAJORITY ACTIVE EMPLOYEE-OWNED FIRM (75.01%)
Clifford Capital Partners is largely employee owned. We believe that our ownership structure promotes stability and independence that helps us execute our disciplined and repeatable process. All key stakeholders at the firm have equity ownership.
WCM INVESTMENT MANAGEMENT (24.99%)
Thought
independent/contrarian in investment thought
Geography
remote headquarters “in the mountains” promotes different thinking
Culture
fosters cultivation of “genius” and embodies “freedom to succeed”
