About CISMX
Clarkston Partners Fund Institutional Class is a mutual fund designed to deliver long-term capital appreciation, primarily by investing in U.S.-traded equity securities of small- and medium-market capitalization companies. The fund focuses on identifying high-quality businesses that the adviser believes are undervalued relative to their long-term free cash flows, employing a disciplined investment philosophy that emphasizes financial strength, sustainable competitive advantages, and capable management teams. With a concentrated, non-diversified approach, the fund may hold a relatively limited number of issuers, often resulting in a portfolio with higher active share compared to more broadly diversified peers. Its investments span sectors such as consumer staples, industrials, and financials, reflecting a strategic tilt toward attractively valued, resilient businesses. By targeting undervalued companies within the U.S. small and mid-cap space, Clarkston Partners Fund Institutional Class aims to provide investors access to growth potential and enhanced risk-adjusted returns, while also playing a role in channeling capital to promising segments of the domestic equity market.
Fund Family Clarkston Funds
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CISMX
Share Class Institutional Class
Index Russell 2500 TR
CISMX had a total return of -4.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.17%.
