Every client’s needs are different, but ultimate goal the same: to achieve the best performance possible. The global equity strategy seeks to find a balance between each client’s investing profile and our views of market trends to achieve that goal.
At Mitchell Capital Management, we do our own research and our portfolio managers are directly involved in the security selection process. We do not outsource to a separate analyst team, the people our clients meet do the research daily. It is because of this that we can more fully connect our clients needs with the products we offer.
Among other aspects, we use each client’s return objectives, risk profile, time horizon, tax situation, legal status, and liquidity condition alongside our market views when proposing a constantly evolving asset allocation framework.
Our market views form the top of the top-down analysis structure and result from a daily monitoring of relevant data, from interest rate forecasts to consumer spending habits.
In addition to meeting a necessary level of diversification, the global strategy captures the maximum amount of value we provide.
We invest in all market cap sizes as this allows us to take advantage of inefficiencies across the full market. Given our high convictions, we typically run a concentrated portfolio that is more heavily weighted to those companies identified as having larger upside.
We complement our intensive use of fundamental analysis by implementing technical analysis to optimize our entry and exit points. Because market conditions are constantly changing and companies will fall in and out of favor, we monitor holdings on a daily basis in effort to preempt any weakness in the portfolio.