CLARKSTON FOUNDERS FUND, Institutional Class (CIMDX)
CLARKSTON FOUNDERS FUND, Institutional Class operates in the Asset Management industry of the Financial Services sector, headquartered in Denver, CO, US. The stock last traded at $17.53, down 0.11% on the session, giving a market capitalisation of $826.7M. Its beta of 0.63 implies it has historically moved less than the broad market.
Typically, this fund primarily allocates its capital to common stocks of U.S. companies with medium market valuations. Nevertheless, it maintains the flexibility to invest in the equities of businesses with either smaller or larger market capitalizations. The fund's overarching aim is to deliver significant capital growth over an extended period, simultaneously endeavoring to mitigate market volatility and inherent investment risks. To achieve this, the Adviser focuses on selecting high-quality firms deemed undervalued in comparison to their anticipated long-term free cash flow generation. This fund is structured as non-diversified.
CLARKSTON FOUNDERS FUND, Institutional Class is most often compared with the following Financial Services names: