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.

Certain active equity managers have shown that they consistently add value through their stock selection in a specific sector of the market.

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.

	Clapboard Hill US Equity (CHUS)	Clapboard Hill Equity Focus (CHEF)
Objective	Outperform the US equity market over a full market cycle	Long-term capital appreciation
Description	Diversified portfolio of domestically-traded companies of all size Replicates all of our managers’ models pro-rata, resulting in 80-100 holdings Becomes the investable universe for all other strategies / customized solutions	Concentrated portfolio of the “best ideas” of our managers 20-25 holdings Focus on high-quality businesses, high conviction holdings with a secular growth or thematic catalyst, for the long-term
Benchmark	Russell 3000 (TR)	S&P 500 / Russell 1000 Growth
Inception	January 2013	December 2018