Customized portfolios for your future
At Maclura, we get to know our client’s financial goals and build a customized portfolio to help them build wealth, the right way.
LATEST INSIGHTS
2nd Quarterly Report
2Q 2024
While the stock market continued its momentum from the first quarter, it has been primarily due to one stock, Nvidia. As outlined in the commentary, while it isn’t unusual that a stock can be up nearly 150% for the first six months of a year, being one ….
1st Quarterly Report
1Q 2024
During the first quarter of 2024, the market continued its upward momentum and returned 10.24% (Morningstar US Market benchmark). The market saw a broadening of its performance from the 2023 Magnificent 7 driven market to all market cap segments (small to large capitalization) performing well…
2024 Market Outlook
4Q 2023
he year concluded in extraordinary fashion with nine consecutive weeks of positive returns for the Morningstar U.S. Markets index, returning 26.4% for the year and 12.1% for the fourth quarter. The widely reported S&P 500 index was up 24.2% and 11.2% for the respective time periods…
Why We are Different
We are investors, not asset gatherers. Most investment advisors outsource their investment management by utilizing mutual funds and exchange-traded funds (ETFs), increasing the overall costs to their clients. At Maclura, we make all investment decisions in-house and construct custom portfolios based upon our nearly 30 years of experience in the industry, eliminating unnecessary hidden fees. With Maclura, you have direct contact with the individual who is making the investment decisions for your portfolio.
Investment Process
At Maclura, our investment process is based on identifying companies that are beneficiaries of long-term trends that provide a tailwind to their business, regardless of the overall health of the economy. We seek companies that are disrupting legacy markets by developing unique solutions to problems, those known and unknown to end markets. We then analyze these companies based on the Maclura Foundational Factors to build a premium list of potential investments for our clients.
Investment Process
Portfolio construction
After an extensive research process, we use a disciplined approach of placing our investable universe of stocks into four growth categories: emerging, thriving, durable, and cyclical growth. These growth categories reflect different risk and growth profiles of where each company is in their life cycle. A portfolio is then constructed with a varying mix of each category to accommodate different risk profiles and investment objectives for each client.
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