The MCM Balanced Concentrated Growth Equity strategy seeks to provide a well-diversified portfolio of equities and fixed income with a primary objective of growth and a secondary objective of income generation. 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.

Best suited for: investors looking for growth with reduced portfolio volatility.

Approach:

  • High-Conviction: The equity portion of our portfolio consists of twenty-five common stocks that represent our best ideas in the large-cap growth universe.
  • Balanced: Equities are complemented with high-quality individual bonds of various industry groups and maturities to provided diversification and reduced volatility.
  • Risk-Conscious Management: For stocks and bonds alike, we focus on risk management with the goal of generating competitive risk adjusted returns for our clients.

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