Return to Video Archive
Performance Prospectuses and Forms
Where We See Opportunity, and the Fallacy of Growth vs Value
Areas we’re finding undervalued “Growth” companies and “Value” companies with durable, underappreciated earnings growth.
Share Return to Video ArchivePerformance Prospectuses and Forms
More videos from Clipper Fund
Russia, Ukraine and Sector-Specific Impacts
While a small economy, Russia is outsized in specific sectors (energy, agriculture, industrial metals) and likely to impact supply/demand dynamics
Watch NowImpact of Inflation & Rising Rates on Portfolio Positioning
Equities remain the preferable asset class – Particularly companies with the pricing power to pass along higher costs (select Tech and Industrials) or who benefit outright from rising rates (Financials)
Watch Now