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Clarkston Partners Fund Institutional Class (CISMX)
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13.11
+0.11
+0.85%
06/06 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 539.13M
Clarkston Partners Institutional
13.11
+0.11
+0.85%
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CISMX Overview
On this page you'll find an in-depth profile of Clarkston Partners Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of CISMX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jeffrey A. Hakala | Founding Partner | 2015 | Now |
| Biography | Jeffery Hakala is Co-Founder, Chief Executive Officer and Co-Chief Investment Officer of Clarkston Capital Partners. He has co-managed the firm’s investment disciplines since the firm’s inception in 2007.Jeffrey is a founding member of Clarkston Capital Partners and leads the firm’s Investment Committee. With over fifteen years of experience in portfolio management, investment research, financial reporting and accounting, he brings a wide range of expertise to CCP’s security analysis and selection activities. Prior to forming the firm, he served as a portfolio manager at Seger-Elvekrog, as a member of the Audit and Advisory Services Group at Arthur Andersen, LLP, and as a portfolio manager with Investment Counsel, Inc. Mr. Hakala is a licensed Certified Public Accountant, holds the Chartered Financial Analyst (CFA) designation, and is an acting member of the CFA Institute and the AICPA. Mr. Hakala serves as a Director of Wright & Filippis. Jeffrey earned a Bachelor’s degree in Accounting and a Master’s degree in Business Administration with a focus on Finance and Accounting, both from Michigan State University. | ||
| Gerald W. Hakala | Co-Founder | 2015 | Now |
| Biography | Gerald Hakala is a Co-Founder and Director of Research of Clarkston Capital Partners, LLC. He has co-managed the firm’s investment disciplines since the firm’s inception in 2007. Mr. Hakala has a Bachelor of Business Administration from the University of Michigan and a Master of Business Administration from Michigan State University. | ||
| Jeremy J. Modell | Managing Partner | 2015 | 2016 |
| Biography | Jeremy (J.J.) is Managing Partner of Clarkston Capital Partners, LLC. His current responsibilities include equity analysis and research, co-management of client accounts, oversight of the investment process and client service activities. J.J. is also a member of Clarkston’s investment committee. In addition, J.J. is responsible for assisting in the growth of Clarkston’s assets under management since joining the firm in September 2011. J.J.’s history in the finance industry spans over seventeen years. He began his career at Smith Barney, Inc. as a Financial Consultant. His passion for asset management led him on a path to the University of Michigan Business School where he studied financial statement analysis and accounting. J.J. worked as a research analyst for Times Square Capital Management in New York City and then spent over a decade at R.H. Bluestein & Company in Birmingham, MI. At R.H. Bluestein & Company, Mr. Modell commenced his career as an Equity Analyst and was shortly promoted to Portfolio Manager and ultimately to Managing Director. He served as an integral member of R.H. Bluestein’s investment committee and was responsible for the management of over $750 million of client assets. J.J.’s joining Clarkston as a Partner in September 2011 was a natural transition, as he shared Jeffrey and Jerry’s “quality value” investment philosophy. J.J.’s background in fundamental equity research, which includes hundreds of written reports and on-site company visits, expands the breadth and experience of Clarkston’s Investment Committee. J.J. has also added depth to the internal management of Clarkston Capital Partners and the firm’s operations. He has added insights and experience with regard to the firm’s portfolio management system, trading platform, trading relationships, compliance, custodian relationships and operating procedures. | ||
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