Clarkston Partners Fund Institutional Class (CISMX) Research
Under typical market conditions, the fund predominantly channels its investments into equity securities issued by U.S. companies with small and medium market capitalizations. Its holdings within this equity category may encompass common stocks, preferred stocks, and convertible securities. The fund also retains the flexibility to invest in international equity markets through American Depositary Receipts (ADRs). The Adviser's selection process focuses on identifying high-quality businesses that are perceived as undervalued relative to their anticipated long-term free cash flows. It is important to note that this fund is classified as non-diversified.
Market snapshot
- Symbol
- CISMX
- Price
- $12.61
- Day change
- +1.04%
- Market cap
- $616.6M
- P/E ratio
- 23.90x
- 52-week range
- 11.91-13.92
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Applied Finance Explorer fund Investor Class (AFDVX)
- American Century One Choice Portfolio: Aggressive Investor Class (AOGIX)
- American Century One Choice 2050 Ptf Investor Class (ARFVX)
- Artisan Mid Cap Value Fd Investor Shs (ARTQX)
- Brown Advisory Small Cap Growth Adv Shares (BASAX)
- Brown Advisory Small-Cap Growth Fd Investor Shs (BIASX)
- Glenmede Small Cap Equity Portfolio Class Advisor (GTCSX)
- T. Rowe Price European Stock (PRESX)
Open Clarkston Partners Fund Institutional Class (CISMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.