Strategies

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

Concentrated Growth Equity (CGE) Dividend Growth Equity Small Cap Growth Equity Balanced Concentrated Growth Flexible Income

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

Dividend Growth Equity

Small Cap Growth Equity

The Small Cap Growth Equity Strategy seeks to provide capital appreciation by investing primarily in high quality, small-cap companies with above-average growth potential. Our portfolio typically consists of forty 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

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

Concentrated Growth Equity

DIVIDEND GROWTH EQUITY

Small Cap Growth Equity

Balanced Concentrated Growth

Flexible Income

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