About CLFFX
Clifford Capital Partners Fund Investor Class is a value-oriented equity mutual fund with an investment objective of long-term capital appreciation. The fund employs a bottom-up investment approach focused on identifying U.S. companies across large, mid, and small market capitalizations that are undervalued relative to their intrinsic worth due to market overreactions or short-term negative sentiment. Its portfolio typically consists of 25 to 35 concentrated holdings blending Core Value stocks—characterized by high returns on capital and strong competitive advantages—and Deep Value stocks, which exhibit strong fundamentals but are temporarily out of favor in the market. The fund emphasizes companies with strong balance sheets and long-term catalysts for improvement. As of early 2025, its sector exposure includes financials, information technology, and industrials, among others, and it targets investment opportunities where expectations are irrationally low, aiming for capital appreciation with controlled downside risk. The fund charges a net expense ratio of around 1.15% and has been managed since its inception in 2014 by Clifford Capital Partners, LLC, reflecting a disciplined value investment philosophy.
Fund Family Lone Peak Global Investors, LLC
Category Mid-Cap Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CLFFX
Share Class Investor Class
Index Russell 3000 Value TR
CLFFX had a total return of 22.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.44%.
