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%)

WCM Investment Management shares our high conviction concentrated bottom up philosophy. In 2018, WCM took a passive equity stake in Clifford in exchange for growth capital. The firm provides financial backing, connections, and advice on how to avoid pitfalls that could accompany rapid firm growth. WCM has been an outstanding partner.
We are independent and able to think differently from the pack

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”

Ownership

majority employee owned firm