Beverages-Wine/Spirits, Beverages, Consumer, Non-cyclical
Mott Capital Management is a Thematic Growth investor using themes and trends in society to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. Our investment strategy is long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe investing long term is a way to neutralize market volatility.
The Sparrow Capital Fund is a long/short equity portfolio that invests across market sectors, industries, and market capitalization ranges. The Sparrow Capital Fund’s objective is to provide the most efficient risk/reward outcome over time. The strategy is intended to achieve market neutrality.
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Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.
The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. The strategy will seek both investment in securities and short selling. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.
Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.
The Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap quality stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
The Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.