Clarkston partners fund
WebThe Fund seeks to achieve long-term capital appreciation. Under normal circumstances, the Fund invests primarily in equity securities of U.S. small and medium market … WebThe Clarkston Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Ste. 1000, Denver, CO 80203. Clarkston Capital Partners, LLC is the investment adviser to the …
Clarkston partners fund
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WebFeb 28, 2024 · *94.6% Fund Assets Covered Invest in companies with market values between $2 billion and $10 billion. These funds invest in a combination of growth and value-oriented stocks. Asset Allocation 3 AS OF 12/31/2024; Morningstar Category: Mid-Cap Value 0 CISMX 100% Fund Category Average Domestic Bond 0.00% 0.01% Preferred … WebFeb 28, 2024 · Clarkston Partners Fund has several promising attributes that may appeal to sustainability-focused investors. Clarkston Partners Fund's holdings are exposed to average levels of ESG risk relative ...
WebClarkston Capital Partners, LLC is a Michigan-based investment management firm that is 100% employee owned. Our Midwestern roots combined with our unconventional … WebThe Clarkston Fund is expected to invest in large-capitalization companies. Large-capitalization companies may go in and out of favor based on market and economic conditions.
http://www.clarkstonfunds.com/clarkston-fund WebJan 19, 2015 · The fund normally invests at least 80% of its net assets in equity securities of medium-capitalization companies. It invests principally in equity securities of medium-capitalization companies,...
WebFeb 28, 2024 · Clarkston Partners Institutional CISMX Morningstar Analyst Rating Quantitative rating as of Feb 28, 2024 See Clarkston Investment Hub Quote Chart …
WebNov 7, 2024 · Contact Info. bbh wealth strategies, llc - clarkston capital partners small/mid cap series. 140 BROADWAY. NEW YORK NY 10005. Business Phone: (212) 493-8236. c tpat validation processWebThe Clarkston Funds are distributed by ALPS Distributors, Inc., 1290 Broadway, Ste. 1000, Denver, CO 80203. Clarkston Capital Partners, LLC is the investment adviser to the … Regular Mail. Clarkston Funds P.O. Box 1920 Denver, CO 80201. Overnight … The Clarkston Founders Fund is expected to invest in mid-capitalization companies … Please read the prospectus for a Fund carefully before investing. Not FDIC … Regular Mail. P.O. Box 1920 Denver, CO 80201. Overnight Mail. 1290 Broadway … Please read the prospectus for a Fund carefully before investing. Not FDIC … marcottoWebSee MFS Mid Cap Value Fund (MVCKX) mutual fund ratings from all the top fund analysts in one place. See MFS Mid Cap Value Fund performance, holdings, fees, risk and other data from Morningstar, S ... ctpat virtual validation guideWebApr 13, 2024 · The fund owned 122,359 shares of the company's stock after acquir. Allspring Global Investments Holdings LLC increased its stake in shares of Enerpac Tool Group Corp. (NYSE:EPAC - Get Rating) by 4,059.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. ... Clarkston Capital Partners … ctpc070002 istruzione.itWebMar 14, 2024 · January 17, 2024 Clarkston Capital Partners, registered in 2007, serves 22 state (s) with a licensed staff of 12 advisors. Clarkston Capital Partners manages $6.8 billion and provides investment advisory services for 1,106 clients (1:92 advisor/client ratio). Clarkston Capital Partners 248-723-8000 Visit Site add_a_photo Overall 4.5 Year … marcott mechanical edmontonhttp://www.clarkstonfunds.com/documents/clarkston-partners-fund-sai-20240128.pdf ctpb distrito 3WebClarkston Partners Fund. CFSMX Mutual Fund #9. in Mid-Cap Value; RETURNS (1-YR) 0.15. EXPENSE RATIO 0.85. TOTAL ASSETS $1.53 B. The investment seeks to achieve long-term capital appreciation ... marcotto caffe