Capturing long-term growth through single stock selection.
Through over 15 years of experience, we have developed a differentiating process of manager due diligence to create high-conviction single-stock portfolios.
Investment Philosophy
Certain active equity managers have shown that they consistently add value through their stock selection in a specific sector of the market.
Investment Approach
IDENTIFY
We use a comprehensive manager selection process to identify the sector where a manager’s stock selection has generated alpha on a consistent basis.
Partner
We partner with these managers to leverage and replicate their stock selection only in the identified sector of expertise.
Combine
We combine these competencies to create a diversified portfolio of stocks, managing risk actively and prudently like a single-manager fund.
Our Offering
Clapboard Hill US Equity (CHUS) | Clapboard Hill Equity Focus (CHEF) | |
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Objective | Outperform the US equity market over a full market cycle | Long-term capital appreciation |
Description |
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Benchmark | Russell 3000 (TR) | S&P 500 / Russell 1000 Growth |
Inception | January 2013 | December 2018 |