Clarendon Capital Management is an active, value-oriented firm offering clients focused and flexible investment advice around a core strategy. With the goal to provide sophisticated, disciplined, and transparent financial recommendations, CCM’s approach takes one of separately managed accounts for clients, offering flexibility and transparency to help clients meet liquidity and tax planning needs. This strategy invests across sectors and market capitalizations and identifies companies whose intrinsic value is higher than the current price to tangible book value, owner earnings, or cash flow. CCM's principals invest alongside clients and maintain an independent and long-term focus.
CCM works with clients to develop the proper strategic asset mix of stocks (core strategy), fixed income, cash equivalents, and alternative investments to fit clients' financial objectives.
Their investment strategy utilizes individual stocks in a concentrated portfolio of between 15 - 30 stocks.
The firm specializes in value investing, small business acquisition, investment analysis, stocks, and US equities.