Clifford Capital International Val Instl (CCIVX)

Allan C. Nichols is a senior equity analyst at CCP. Prior to joining CCP in June 2019, Allan served as a senior equity analyst at Morningstar for 15 years. He covered international communication stocks. While his primary focus was on Europe, at various times he also covered firms in Latin America, the U.S., Canada, Russia, and Asia. He wrote Morningstar’s InternationalInvestor and managed the live portfolio. Allan was also involved in creating and maintaining the firm’s international cost of equity strategy and was on the Valuation Committee, which oversaw the company’s proprietary valuation model. During his time at Morningstar, Allan lived for three years in the Netherlands and helped establish the firm’s European office for equity analysts. In 2018, Morningstar introduced a new program to honor its top 10 analysts for their stock calls over the previous six years, and Allan was one of them. He was also quoted in publications around the world. Prior to Morningstar, Allan was a senior equity analyst and portfolio manager at Kirr, Marbach & Co. where he spent six years working on the firm’s international equity side, with the majority of that time spent as portfolio manager. During his tenure he outperformed the EAFE Index. For the other four years at the firm he was a generalist equity analyst on the domestic side. Allan graduated from The University of Utah in 1986 with a BS in Finance, with an emphasis in investments, and received his MBA from Indiana University in 1994, with a major in Finance and a minor in Economics. He holds the Chartered Financial Analyst designation.