Lone Peak Value Fund Institutional Class (CLIFX)
Lone Peak Value Fund Institutional Class operates in the Asset Management industry of the Financial Services sector, headquartered in Los Angeles, CA, US. The stock last traded at $27.48, up 0.33% on the session, giving a market capitalisation of $174.0M. Its beta of 0.80 implies it has historically moved less than the broad market.
The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.
Lone Peak Value Fund Institutional Class is most often compared with the following Financial Services names: