Strategies

MCM manages distinct investment strategies based on the needs and objectives of our clients.

Concentrated Growth Equity (CGE)

Balanced Concentrated Growth

Flexible Income

Global Tactical

ESG/Impact

Concentrated Growth Equity (CGE)

Concentrated Growth Equity

The Concentrated Growth Equity Strategy seeks to provide capital appreciation by investing primarily in high quality, large-cap companies with above-average growth potential. Our portfolio typically consists of twenty-five positions that represent our best ideas. We focus on risk management with the goal of generating competitive risk adjusted returns for our clients.

Quarterly Fact Sheet

Balanced Concentrated Growth

The Balanced Concentrated Growth Strategy seeks to provide a well-diversified portfolio of equities and fixed income designed to meet a client’s specific objectives. Accounts have an asset allocation range of 70/30 to 50/50 equities to fixed income. Equities are primarily large-cap growth equities and fixed income securities are primarily taxable. For stocks and bonds alike, we focus on risk management with the goal of generating competitive risk adjusted returns for our clients.

Quarterly Fact Sheet

Flexible Income

The Flexible Income Strategy seeks to provide a high level of income by investing in a diversified portfolio of equity and fixed income securities. Due to the emphasis on income, accounts in the composite will also own REITs, Preferred Stocks, and ETFs which provide exposure to other income producing areas of the market. The end result is a compelling 4%+ expected annual income stream in an otherwise low interest rate environment.

Quarterly Fact Sheet

Global Tactical

Apto - Global Tactical Asset Allocation

APTO (Latin for “adapt”) seeks to provide capital appreciation in up markets and capital preservation in down markets by implementing a proprietary portfolio construction methodology that systematically adapts to changing market conditions and capitalizes on global market trends. The end result is a portfolio that owns the most attractive global asset classes and sectors at any given time; no “waiting” in cheap or out of favor groups to come back en vogue. The elegance of the systematic process provides the highest probability for success.

Quarterly Fact Sheet

ESG/Impact

Regional Sustainability Strategy

Our regional sustainability strategy seeks to provide capital appreciation by investing in a concentrated portfolio of high quality, mid to large-cap companies that have a positive impact on the sustainability of the CBW. Portfolio holdings have a definable positive impact on the region as seen through various efforts including carbon reduction, water use reduction, energy efficiency, and environmental certification.

Quarterly Fact Sheet

MCM manages distinct investment strategies based on the needs and objectives of our clients.

Concentrated Growth Equity

Balanced Concentrated Growth

Flexible Income

Apto - Global Tactical Asset Allocation

Regional Sustainability Strategy

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