Growth Balanced Fixed Income Asset Allocation

 




Growth

At MCM, we have been core equity investors for over three decades.  Our equity strategy seeks maximum long-term capital appreciation.  We focus on high quality companies in growing industry groups.  Our portfolio management team employs a mix of proprietary quantitative screens with fundamental, bottom-up company analysis to identify quality, growth prospects.  To add a level of enhanced return, we also secondarily seek mispriced investments which we believe add increased diversification and dividend yield, and can serve to propel the performance of our concentrated composite.  Our equity strategy maintains a long-term investment focus and is benchmarked against the Russell 1000 Growth Index and the S&P 500 Index.

MCM actively markets a GIPS compliant performance presentation for the Core Equity composite.

The foundation of our Core Equity strategy is constructed of the following criteria:

  • Concentrate the portfolio with 22-25 companies that represent MCM’s best equity investment ideas
  • Evaluate individual investments over a 3-5 year time horizon
  • Maintain low annual portfolio turnover
  • Limit security positions to reduce portfolio exposure
  • Implement tactical sector weightings