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.
We use a comprehensive manager selection process to identify the sector where a manager’s stock selection has generated alpha on a consistent basis.
We partner with these managers to leverage and replicate their stock selection only in the identified sector of expertise.
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|
|Benchmark||Russell 3000 (TR)||S&P 500 / Russell 1000 Growth|
|Inception||January 2013||December 2018|