Balanced Concentrated Growth Equity

The MCM Balanced Concentrated Growth 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 provide 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.

Portfolio Construction & Managemen

  • Research ideas are generated internally.
  • We gather data from independent sources and do not rely on Wall Street (“sell-side”) research during our decision-making process.
  • When considering a new investment for inclusion in the strategy, we prepare a deep-dive research report.
  • The Investment Team seeks to eliminate market emotion, both good and bad, from the decision-making process. Instead focusing on the long-term prospects of our holdings and the market.
  • Once a company is added to the portfolio, ongoing maintenance research is conducted, and each holding is officially reviewed every calendar quarter. This analysis is used for portfolio adjustments (trim, sell, add).
  • Disciplined review process provides strict guidelines to sell existing holdings in favor of better ideas.

Strategy Documents

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas.

Balanced Concentrated Growth Fact Shee

Interested in This Strategy?

Contact Us to Learn More