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Clifford Capital Partners Fund Institutional Class (0P00011UR2)

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20.140 +0.030    +0.15%
30/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 120.32M
Clifford Capital Partners Fund Institutional Class 20.140 +0.030 +0.15%

0P00011UR2 Overview

 
On this page you'll find an in-depth profile of Clifford Capital Partners Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of 0P00011UR2 among other information.
Category

Mid-Cap Value

Total Assets

120.32M

Expenses

0.90%

Inception Date

Jan 30, 2014

Contact Information

Address 8730 Stony Point Parkway, Suite 205
Richmond,VA 23235
United States
Phone -

Top Executives

Name Title Since Until
Ryan P. Batchelor Co-Founder, Principal, Portfolio Manager 2014 Now
Biography Ryan P. Batchelor is Principal, co-founder and Portfolio Manager at Clifford Capital Partners. Prior to founding Clifford in April of 2010, Ryan served as a Senior Equity Analyst at Wells Capital Management from 2007 to 2010 for the Disciplined Value team, which managed a Morningstar-rated five-star mid-cap mutual fund. Ryan was a generalist, scouring all sectors of the market but also had specific responsibility for the financial services sector. Ryan was commended for timely trading recommendations at advantageous buying and selling points and for quick and thorough company- specific and industry-wide analyses in an environment of rapid change and disruption.   Before joining Wells Capital Management, Ryan was an Equity Strategist and Analyst with Morningstar, Inc. for three years where he served as specialty finance analyst and team leader. He initiated the five-page InternationalInvestor section in the firm's flagship StockInvestor monthly stock investment newsletter and implemented department-wide improvements to Morningstar's foreign coverage universe. Ryan was quoted regularly in local and national media, including The Wall Street Journal, Barron's, The Economist, Financial Times, USA Today, and US News & World Report. He also made live television appearances on CNBC and Bloomberg TV, as well as radio spots on NPR, Bloomberg Radio and local stations.   Ryan graduated summa cum laude from Brigham Young University - Hawaii in 1999 with a BS in Accounting and received his MBA in Finance from the Marriott School of Management at Brigham Young University in 2004. He holds the Chartered Financial Analyst® designation and is a Certified Public Accountant (CPA).
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