CLARKSTON FUND, INSTITUTIONAL CLASS (CILGX)

Wednesday

12:11 PM

Thesis: The recent increase in AUM and strong performance relative to benchmarks has shifted investor sentiment positively towards the fund.

Revenue Outlook

Metric	FY2021	FY2022
Revenue	$9M	$9M
Rev. Growth	-6.8%	+7.4%
EPS	$-0.70	$-1.94
EPS Growth	-157%	-177%
P/E	—	—

What’s Driving the Stock

1The fund's AUM has increased by 15% over the last quarter, indicating strong investor confidence and inflows.
2Recent performance has outpaced the S&P 500 by 300 basis points over the past year, enhancing its attractiveness to potential investors.
3The fund is exploring new investment strategies focused on ESG-compliant companies, which could attract a new demographic of investors.
4Increased demand for ESG investments
5Shift towards concentrated investment strategies in volatile markets
6Changes in AUM driven by market performance and investor inflows/outflows
7Performance relative to benchmark indices
8Investment strategy shifts or updates

FY2022 Snapshot

Revenue: $9M
Rev. Growth: +7.4%
Gross Margin: 100%
Op. Margin: 87.1%
Net Margin: -237%
Net Income: $-22M
NI Growth: -177%
EPS: $-1.94
1Y Return: +11.2%

CILGX Chart

My Notes

"Investors are increasingly recognizing the value of a concentrated investment strategy in a volatile market."
Moat: The fund's focused investment strategy and emphasis on high-quality companies provide a durable competitive advantage.
growth - Investors seeking long-term capital appreciation through a focused investment strategy.
Rising interest rates can impact the valuation of equities and alter investor behavior…
Watch on earnings: Assets Under Management (AUM), Net inflows/outflows, Performance relative to benchmarks.

One Sentence Summary:

CLARKSTON FUND, INSTITUTIONAL CLASS: the setup is constructive — the fund's aum has increased by 15% over the last quarter, indicating strong investor confidence and inflows.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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