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Logo for Fund Lone Peak Value Fund Institutional Class

Lone Peak Value Fund Institutional Class (CLIFX)

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Assets Under Management
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CLIFX Price Chart

Explore Lone Peak Value Fund Institutional Class interactive price chart. Choose custom timeframes to analyze CLIFX price movements and trends.

CLIFX Fund Profile

Key details and information about Lone Peak Value Fund Institutional Class (CLIFX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

3 Feb 2014

Country

US

Description

The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

CLIFX Fund Performance

View CLIFX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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