The most notable companies in this group are Molson Coors Beverage Company (NYSE:TAP).
The investment seeks to achieve long-term capital appreciation.
Under normal circumstances, the fund invests primarily in equity securities of U.S. small and medium market capitalization companies. Its investments in equity securities may include common stock, preferred stock and convertible securities. The fund may also invest in foreign equity securities through American Depositary Receipts ("ADRs"). It invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. The fund is non-diversified.
The average market capitalization across the Clarkston Partners Founders MF is 10.36B. The market cap for tickers in the group ranges from 1.82B to 19.83B. LPLA holds the highest valuation in this group at 19.83B. The lowest valued company is WLY at 1.82B.
The average weekly volume growth across all stocks in the Clarkston Partners Founders MF was -30%. For the same stocks of the MF, the average monthly volume growth was -62% and the average quarterly volume growth was -43%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 67
P/E Growth Rating: 46
Price Growth Rating: 50
SMR Rating: 59
Profit Risk Rating: 61
Seasonality Score: 25 (-100 ... +100)