Clarkston Founders Fund Founders Class CFMDX
Strategy
The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of medium-capitalization companies. It will, however, also invest in equity securities of smaller or larger companies. The fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. To accomplish this goal, it invests in companies that the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flow. The fund is non-diversified.
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
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Medalist Rating
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
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Minimum Initial Investment
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1-Year Net Flow
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CIMDX
| Clarkston Founders Fund Institutional Class | Institutional | Open | $71.36M | 0.950% | Above Average | $10,000 | −$152.72M | |||
CFMDX
| Clarkston Founders Fund Founders Class | Institutional | Open | $12.97M | 0.800% | Average | $100M | −$571.28M |