With an average tenure of seven years among the longest-tenured managers at Clifford Capital, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. The firm's risk-adjusted performance is poor. Across all open-end and exchange-traded products, the firm’s average overall Morningstar Rating is 1.7 stars. Clifford Capital has exhibited a reliable and stable portfolio management culture over the past five years, as evidenced by lower-than-average turnover, strengthening the assessment of the firm's stewardship.
In an increasingly competitive industry, Clifford Capital falls behind on a number of key metrics, resulting in a Below Average Parent Pillar rating.