Clifford Capital Partners

3 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 16, 2021 by Paul Black · said 24 times in 1 episodes since 2021 · across every show →

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brought up most by Ryan Batchelor (10), Ted Seides (8), Paul Black (6)

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2021 24 mentions in 1 episode

Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11) Sep 16, 2021 · 24 mentions · from 4:41
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Everything said about Clifford Capital Partners, oldest first

Sep 16, 2021 positive

Disclosure

Black: WCM did under 2% of typical due diligence on Clifford Capital

“It's probably less than two percent of the work that most people do on our firm. As I said, like them, passionate, good track record, probably high probability of success going forward.”

Paul Black Sep 16, 2021 ▶ 7:54 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)

Sep 16, 2021 positive

Assertion Not checkable as stated

Batchelor: Overweighting deep value added 50 percentage points of return

“We've actually done an analysis of this and over the first 11 years, almost 11 years of our all cap strategy, it's added an incremental 50 percentage points to the total return, the ability to opportunistically overweight that deep value sleeve.”

Ryan Batchelor Sep 16, 2021 ▶ 31:12 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)

Sep 16, 2021 neutral

Disclosure

Clifford Capital sold GameStop in December 2020, narrowly missing meme rally

“We sold GameStop in December of twenty-twenty. So prior to the excitement with the Reddit army”

Ryan Batchelor Sep 16, 2021 ▶ 37:20 Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)

Clifford Capital Partners

Mentions by year

Everything said about Clifford Capital Partners, oldest first

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