Clapboard Hill
    • Home
    • About
    • Team
    • Insights/Strategies
    • Advisors
    • Contact
    • Client Access
    Client Log-In
    Clapboard Hill
    CLIENT ACCESS

    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)
    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
    CHES_Brochure_2022
    Download PDF

    Clapboard Hill Private Wealth
    Office: (203) 429-0406
    1265 Post Road East
    Westport, CT 06880
    contact@clapboardhill.com

    The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither National Securities nor its affiliates are undertaking to provide you with investment advice or recommendations of any kind.

    Check the background of your financial professional on FINRA’s BrokerCheck.

    We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

    Securities and Variable Insurance Products offered through National Securities Corporation,member FINRA / SIPC. Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s website. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company. Insurance products offered through National Insurance Corporation (NIC). Clapboard Hill Private Wealth is not an affiliate of  NSC,NAM, NIC or NFS.

    Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.

    Privacy Policy