Notable companies
The most notable companies in this group are Anheuser-Busch INBEV SA/NV (NYSE:BUD), Charles Schwab Corp (The) (NYSE:SCHW), 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 medium-capitalization companies. It will, however, also invest in equity securities of smaller or larger companies. The fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. To accomplish this goal, it invests in companies that the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flow. The fund is non-diversified.
Market Cap
The average market capitalization across the Clarkston Founders Institutional MF is 48.91B. The market cap for tickers in the group ranges from 1.58B to 157.05B. BUD holds the highest valuation in this group at 157.05B. The lowest valued company is CLVT at 1.58B.
Volume
The average weekly volume growth across all stocks in the Clarkston Founders Institutional MF was -1%. For the same stocks of the MF, the average monthly volume growth was -7% and the average quarterly volume growth was 26%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 64
Price Growth Rating: 60
SMR Rating: 65
Profit Risk Rating: 67
Seasonality Score: 8 (-100 ... +100)