The $610-million fund boasts a below-average beta of 0.85% and is beating its peers and benchmarks, according to Morningstar.
The Clarkston Founders Institutional Fund has always tried to avoid volatility. In a year defined by instability, that strategy is paying off – and the fund's even outperforming without any help from energy. By the numbers, Clarkston's strategy is working. The Founder's Fund has lost about 2.8% in 2022, notably outperforming other mid-cap value funds, which are down an average 7.2%, and a Morningstar benchmark index, which is lower by 5.6%, all through Dec. 9.
5%, which was bought by UnitedHealth in October. Change Healthcare was one of the Hakala brothers' top performers in the wake of the the early 2021 agreement to be acquired by UnitedHealth at $25.75 per share, according to the the annual report. As part of the deal's closing, Change also paid a $2-a-share special dividend in late September. Clarivate and Molson Coors rounded out the top three biggest holdings at the end of the third quarter, at 6.6% and 5.8%, respectively.
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