Equity Strategy

As a growth manager, MCM focuses on companies that exhibit superior revenue and earnings growth. These companies operate in attractive industries and must have strong balance sheets. Our 20 year-old proprietary investment process is repeatable and has proven to produce superior investment returns while maintaining tax efficiency and low turnover. We differentiate ourselves by 1) eclectic, differentiated equity investments 2) low turnover – turnover averages 25% to 35% 3) rigorous financial analysis and 4) 75 years of combined investment experience.

Portfolio Characteristics as of 09/30/2011
Number of holdings                              37
Weighted Average 2012 PE                 15.8x
Weighted Average 5 Year Growth       16.5%
PE to Growth Rate Ratio                       1.0x
Average Debt to Equity                         0.22
Average Insider Ownership                   5.9%
Weighted Average Market Cap.          18.1
(Bil)