Value Investing

We are disciplined institutional bottom up value investors.  We create concentrated high active share portfolios and seek to invest in companies that have intrinsic values above their current market price.

Our Edge

Deep Value

when opportunity presents to drive additional alpha

Key Thesis

identified in bottom up analysis and will act as catalysts to drive stock price towards true value

Blend of Core Value and Deep Value Sleeves of Portfolio

most strategies are one or the other

News & Insights

We are committed to a transparent and open partnership with our clients.

Clifford Capital Partners 2023 Review Webinar

2023 was a highly volatile year. It kicked off with the “regional bank crisis” downturn followed by a big rebound. Afterwards, there was a significant interest rate spike which sent markets spiraling again, and then the year was capped off with an explosive junk rally.

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