Value Strategy
We strive to preserve capital to drive consistent long-term results and focus on paying prices that offer a compelling margin of safety.
The Clayton Value Strategy
The Clayton Value Strategy is an all-cap, diversified portfolio of equities and income-producing securities. We invest in high-quality businesses managed with a long-term perspective. We strive to preserve capital to drive consistent long-term results and focus on paying prices that offer a compelling margin of safety.
The Clayton Value Strategy is a separately managed account strategy with an annual management fee and is custodied by Charles Schwab. Clients are charged an annual management fee and receive a quarterly newsletter with performance results, as well as regular monthly account statements.
We invest in high-quality businesses
The Clayton Value Strategy is an all-cap, diversified portfolio of equities and income-producing securities. We invest in high-quality businesses managed with a long-term perspective. We strive to preserve capital to drive consistent long-term results and focus on paying prices that offer a compelling margin of safety.
The Clayton Value Strategy is a separately managed account strategy with an annual management fee and is custodied by Charles Schwab. Clients are charged an annual management fee and receive a quarterly newsletter with performance results, as well as regular monthly account statements.