The top-ranked mid-cap value fund has beat the broader market by staying true to its investment strategy, according to data from Morningstar. The Clarkston Partners Fund has gained more than 3% year-to-date, outperforming the broader market and its investment category and index per Morningstar.
"The first half of 2022, however, has reminded investors that strong markets do not last forever." In this year's choppy bear market, however, the fund has outperformed. Names like Post Holdings and Change Healthcare contributed to its second quarter gains. Clarkston Partners Fund's current portfolio is heavy in consumer defensive and financial services names, according to Morningstar.
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