Clark Capital Management Group, Inc.
Clark Capital Management Group, Inc. is a 100% employee-owned independent investment adviser founded in 1986 and headquartered in Philadelphia, PA. The firm employs approximately 151 professionals and serves a diverse client base, including individuals (both retail and high net worth), investment companies, pension and profit-sharing plans, charitable organizations, and corporations. Clark Capital specializes in institutional investment management solutions aiming to consistently generate competitive risk-adjusted returns over full market cycles with a strong emphasis on risk management and long-term value creation.
Investment Strategy
Clark Capital Management Group is focused on producing institutional investment solutions designed to consistently deliver competitive risk-adjusted returns. The firm employs a long-term, risk-managed approach, customizing portfolios to address clients’ risk and return objectives. Their philosophy emphasizes adding value through a combination of innovative strategies and rigorous risk management, offering solutions across wrap fee programs, mutual funds, and turnkey asset management for high-net-worth individuals, businesses, and institutions. Clark Capital integrates strategic wealth planning and actively manages both discretionary and model-based accounts.
Top Holdings
Equity Positions (414)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HYG | ISHARES TR | 9.59% | $1.38B | 17,143,000 | $76.14 | $80.65 | -$526.1M |
S SPLG | SPDR SERIES TRUST | 3.82% | $551.1M | 7,581,592 | $55.84 | $72.69 | +$67.7M |
M MSFT | MICROSOFT CORP | 2.33% | $336.1M | 675,603 | $271.68 | $497.41 | +$136.9M |
J JNK | SPDR SERIES TRUST | 2.31% | $332.9M | 3,422,870 | $93.21 | $97.27 | -$186.4M |
N NVDA | NVIDIA CORPORATION | 2.23% | $321.4M | 2,034,414 | $75.45 | $157.99 | +$113.7M |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
D David Rights | EVP, Director of Research | Fort Washington, PA , United States | |
 | PM | Philadelphia, PA , United States | |
 | Associate Portfolio Manager | Philadelphia, PA , United States | |
M Mason Wev | Senior Portfolio Manager | Philadelphia, PA , United States | |
 | Head of Fixed Income SMA, Senior Portfolio Manager | Philadelphia, PA , United States | |
 | Equity Analyst | Philadelphia, PA , United States | |
T Thomas Duffy | Client Portfolio Manager | Princeton, NJ , United States | |
 | Senior Portfolio Analyst | Philadelphia, PA , United States | |
 | Client Portfolio Analyst | Philadelphia, PA , United States | |
 | Associate Client Portfolio Manager | Philadelphia, PA , United States |