Clearstone Wealth Strategies

Cardinal Capital Management LLC, based in Greenwich, CT, has been specializing in small and mid-cap value equity investing since 1995. With a team of experienced value investors, they employ a free cash flow driven investment strategy and a team-oriented culture to deliver strong investment results. Cardinal focuses on companies that have the ability to generate excess cash flow and redeploy it to enhance shareholder value, aiming to produce high-quality investment outcomes for their clients. Using a disciplined, bottom-up investment process, Cardinal does not screen for investment candidates based on valuation but instead targets market niches where they have a structural advantage. They conduct fundamental research on businesses they consider sufficiently predictable, utilizing discounted cash flow models to identify key value drivers. With a long-term time horizon and a focus on absolute risk, Cardinal aims to build portfolios that meet their high annualized return targets while remaining diversified and not overly exposed to macroeconomic forces.Generated from the website

ARGA Investment Management LP, based in Stamford, CT, is a global value manager that emphasizes experience and discipline in global equity investing. The firm prides itself on its commitment to integrity and alignment with clients through employee ownership and a clear adherence to its stated values. Dedicated to transparency and ethical standards, ARGA warns investors against scams that misuse its name, including those operating on platforms like WhatsApp and LinkedIn. The firm's approach focuses on delivering value and managing investments responsibly while maintaining a strong commitment to sustainability and alignment with client interests. Generated from the website