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
4th Quarterly Report
4Q 2025
2025 proved to be a year of remarkable resilience for U.S. equity markets, with major benchmarks achieving their third consecutive year of gains despite significant volatility driven by trade policy, Federal Reserve actions, and intense scrutiny on artificial intelligence (AI) investments.….
1Q26 Quarterly Report
1Q 2026
Major U.S. equity benchmarks started the year on a positive note before dropping 5% in March amid uncertainty over U.S. military operations in Iran. The first quarter ended with a negative return of 4.6%, mirroring the market’s reaction during Q1 2025, leading up to President Trump’s “Liberation Day” tariffs….
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3rd Quarterly Report
3Q 2025
All major U.S. equity indices were higher in the third quarter, continuing the market’s upward trajectory that started in mid-April. Growth and value stocks performed similarly during the quarter as the market generally followed a path of least resistance, pointing…
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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