Culture
Culture
Find Your Genius
A key objective of the firm is to find the “genius” of each team member, regardless of whether it fits the individual’s job description. Team member’s allowed to discover, magnify and exploit natural talent will be more productive in work and passionate about their role.
Freedom
Freedom to Succeed
As an independent privately held institutional boutique, we actively support the “freedom to succeed” of each team member. Even before Covid-19, our team members had flexible work hours with work from home information technology capabilities to maximize effectiveness while balancing work and personal priorities.
Whether in efforts related to the investment process, client service, operations, public service, or private life, we believe passionate team members will deliver better results for clients.
Greater
Together We Are Greater than the Sum of Our Parts
We believe the firm’s team-first humble “all hands on deck” attitude leads to selfless behavior. While each team member prioritizes efforts within specific area of “genius” (specialized expertise and passion), the realities of having a relatively small team require each member to perform multiple duties regardless of individual spheres of responsibility. Working together to achieve superior results is fun and a compelling aspect of firm culture.
Ownership
MAJORITY ACTIVE EMPLOYEE-OWNED FIRM (75.01%)
Lone Peak Global Investors (formerly Clifford Capital Partners) is largely employee owned. We believe that our ownership structure promotes stability and independence that helps us execute our disciplined and repeatable process.
WCM INVESTMENT MANAGEMENT (24.99%)
WCM Investment Management shares our high conviction concentrated bottom up philosophy. In 2018, WCM took a passive equity stake in Lone Peak in exchange for growth capital. The firm provides financial backing, connections, and advice on how to avoid pitfalls that could accompany rapid firm growth. WCM has been an outstanding partner.
Why Lone Peak Global Investors
Formerly Clifford Capital Partners
Independent Investment Approach
Lone Peak reflects our independence as an investment adviser. We seek to develop investment views in a contrarian way based on our own research and analysis rather than consensus positioning.
Differentiated Perspective
The concept of a Peak represents a thoughtful, elevated vantage point and a disciplined approach to evaluating risk, opportunity, and long-term investment considerations.
Global Research Orientation
Global Investors communicates that our research process considers companies, markets, and economic factors across regions and geographies.
Connection to an Iconic Local Landmark
Lone Peak, a well-known and enduring landmark in our local community, serves as a meaningful reference point for our firm’s identity.