Clifford Capital Partners, LLC

Clifford Capital Partners, LLC is an investment advisory firm established in 2010, specializing in portfolio management services for Direct Clients and Sub-Advisory Clients. The firm manages assets on a discretionary basis, focusing on value investing primarily in common stocks. Investment strategies include the Clifford Capital All-Cap Value Strategy, Focused Small Cap Value Strategy, and International Value Strategy. The firm's investment philosophy emphasizes a margin of safety and a mix of core value and deep value stocks. For separately managed accounts (SMAs), fees are individually negotiated, with rates up to 1.10% of assets under management and a minimum account size of $5 million. The firm may charge lower fees based on certain criteria and reserves the right to revise fee schedules. Clients have investment discretion but can impose restrictions. Clifford Capital Partners also serves as the investment adviser to the Clifford Capital Partners Fund and offers model portfolios for third-party investment platforms. The firm acts as a fiduciary, providing services in the best interest of clients. Clients have the option to direct brokerage and participate in aggregated trades. Clifford Capital Partners reviews accounts regularly, votes proxies, and assists in class action lawsuits. The firm does not have any disciplinary events to report. Additional information is available on the SEC's website.