Concentrated Growth Equity

Strategy seeks to provide capital appreciation by investing solely in high quality, large market capitalization companies with above-average growth potential.

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

  • Concentrate the portfolio with 25 companies representing MCM’s best equity investment ideas
  • Evaluate individual investments over a 3-5 year time horizon
  • Maintain low annual portfolio turnover
  • Let winners run, admit mistakes
  • Disciplined sell principles

MCM actively markets a GIPS-compliant performance presentation for the Concentrated Growth Equity composite.

Click here to see our Concentrated Growth Equity Profile.