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MCM’s core equity strategy has provided a history of consistent above-market performance. At MCM, we have been large-cap growth equity investors for over three decades. Our equity strategy seeks maximum long-term capital appreciation. It focuses primarily on high quality, industry-leading 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, remains fully-invested regardless of market cycles and is benchmarked against the Russell 1000 Growth Index. The composite also offers investors a GIPS-compliance performance record in excess of 10 years. The foundation of our equity strategy is constructed of the following criteria:
While we pride ourselves in the process behind our equity strategy, we are pleased that our track record has consistently provided our clients with above-market performance. As of 12/31/06:
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