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Thorough analysis and detailed group discussions convert investment ideas into portfolio opportunities. Our equity investment process consists of four phases:
MCM incorporates a top-down quantitative screening approach that identifies opportunities for bottom-up analysis. The result is our “Master List” of 22-25 companies, which, in our view, represents the most attractive investment opportunities available. MCM portfolio managers are assigned to specific industries, sectors, and stock positions. The Managers seek to complement quality growth stocks with mispriced securities – which, in our view, offer downside protection to market volatility while also allowing for greater dividend yield. Some attributes of our fundamental, bottom-up research are: Financial Modeling Consistent Growth Market Leading Position Management Style The Investment Committee holds daily discussions and conducts formal meetings. During the meetings, the Committee reviews the market landscape, economic forecasts, sector outlooks, allocation weightings and the firm's “Master List”. Click here to see our Core Equity Composite Profile
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