About CLIFX
Clifford Capital Partners Fund Institutional Class is an actively managed mutual fund focused on long-term capital appreciation by investing in U.S. equities across the market capitalization spectrum. Using a disciplined, bottom-up research approach, the fund targets companies trading at significant discounts to their intrinsic value, aiming to benefit from market inefficiencies and mispricings. Its strategy blends investments in both core value companies—those with high returns on capital and enduring competitive advantages—and deep value opportunities, representing firms that are deeply undervalued due to negative market sentiment but possess strong fundamentals and potential catalysts for improvement. The portfolio typically holds 25 to 35 stocks, allowing for concentrated positions that can meaningfully impact overall results. Sector exposures are diversified, with allocations across financials, health care, industrials, consumer sectors, and technology. Managed with a long-term horizon and contrarian perspective, the fund seeks to provide alpha potential with less volatility compared to pure deep value strategies, making it a notable offering within the U.S. mid-cap value fund category.
Fund Family Lone Peak Global Investors, LLC
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CLIFX
Share Class Institutional Class
Index Russell 3000 Value TR
CLIFX had a total return of 23.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.28%.
