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.