Notable companies
The most notable companies in this group are GE Aerospace (NYSE:GE), Charles Schwab Corp (The) (NYSE:SCHW), Anheuser-Busch INBEV SA/NV (NYSE:BUD), FedEx Corp (NYSE:FDX), Molson Coors Beverage Company (NYSE:TAP).
Industry description
The investment seeks to achieve long-term capital appreciation.
Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of large-capitalization companies. The fund's investments in equity securities may include common stock, preferred stock and convertible securities. It may also invest in foreign equity securities through American Depositary Receipts ("ADRs"). The fund 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. It is non-diversified.
Market Cap
The average market capitalization across the Clarkston Institutional MF is 67.12B. The market cap for tickers in the group ranges from 3.09B to 288B. GE holds the highest valuation in this group at 288B. The lowest valued company is CLVT at 3.09B.
Volume
The average weekly volume growth across all stocks in the Clarkston Institutional MF was -31%. For the same stocks of the MF, the average monthly volume growth was -24% and the average quarterly volume growth was 31%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 58
Price Growth Rating: 44
SMR Rating: 59
Profit Risk Rating: 41
Seasonality Score: 24 (-100 ... +100)