CLARK CAPITAL Overview

Clark Capital Management Group Inc. is an investment advisor that manages 2 BN dollars in regulatory AUM and has 54 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 89% of the manager's regulatory AUM.

CLARK CAPITAL StockAlpha

-1.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CLARK CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HYG 5.47% ETF 0.41% -0.11% 0 8%
JNK 4.42% ETF 0.81% -0.07% 0 3%
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FEATURED IN
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CLARK CAPITAL Founders and Key Employees

Name Title In Position Since
Harry J. Clark Chairman, Ceo, Director August-1986
Denise C. Williams Chief Compliance Officer, Director June-1987
Kieran S. Clark Cio, Director June-2000
Colene E. Bittone Corporate Secretary, Coo March-1998
Paul F. Binnion Director March-2005
Steven T. Grant Director And Cfo March-2005
Brendan M. Clark President, Director March-2005
Lovell G. Shore Director February-2007
Harry J. Clark Trustee April-2011
John A. Featherman Director August-2012
Jonathan A. Fiebach Director February-2013
Gary G. Schlarbaum Director October-2009

CLARK CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

CLARK CAPITAL Investment Strategy

Item 8 – Client Contact with Portfolio Managers

You and your personal financial adviser may contact Clark Capital to arrange for consultations regarding the management of your account. All sub-advisers have agreed to be available at reasonable times to participate in consultations requested either directly by you or through your solicitor acting on your behalf.



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Item 9 – Additional Information

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CLARK CAPITAL Portfolio Concentration

CLARK CAPITAL Location

ONE LIBERTY PLACE, 53RD FLOOR
1650 MARKET STREET
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103

CLARK CAPITAL Contact Information

Phone Number: [215]569-2224
Fax Number: [215]569-3639
Website:

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