OUR PROCESS
Our philosophy in being stewards of your capital is based on three main pillars: Disciplined, Intentional, and Ownership. We begin our investment process by seeking companies that fulfill our Maclura Foundational Factors. This list of premium companies is refined through our valuation process and used to construct your unique portfolio to meet your individual needs.
Maclura
Foundational
Factors
We take a disciplined approach to investing when building a universe of premier growth companies that we use to implement a customized solution in building our clients’ portfolios. Whether you are trying to build or preserve wealth, or a combination of both, growth investing can help you accomplish your goals. We start our process by putting all of our investment considerations through the bedrock of our investment methodology: the Maclura Foundational Factors (MFF). We seek companies that rank favorably to these five factors (click for more information):
Maclura
Valuation
Process
Once we have a premier list of companies that have screened favorably with the Maclura Foundational Factors, we then fine-tune this list of good companies into good stocks. With the volatility in the stock market, a company always trades higher or lower than its intrinsic value at any point in time. Since we tend to be long-term investors, we bracket the value of a stock for the next five years within two scenarios: best-case and worst-case valuations. The best-case scenario incorporates expectations of how the company will perform fundamentally in a generally strong GDP economy, and the worst-case scenario incorporates a typical recession. We use various valuation methods and conclude the best allocation of client’s capital, whether it is the initial portfolio construction or investing deposited cash, either from the client’s contributions or dividends.
The portfolio construction process is the most important step in the Maclura Investments process because it focuses on you, the client, and how we can best address your investment goals. We start by understanding where you are in your wealth-building process and where you want to be. We take our premium list of growth companies that are categorized into four growth areas: emerging, thriving, durable, and cyclical growth. A well-diversified portfolio is then constructed with a varying mix of each category to accommodate different risk profiles and investment objectives for each client.
Portfolio
Construction
Process
Maclura
Valuation
Process
The portfolio construction process is the most important step in the Maclura Investments process because it focuses on you, the client, and how we can best address your investment goals. We start by understanding where you are in your wealth-building process and where you want to be. We take our premium list of growth companies that are categorized into four growth areas: emerging, thriving, durable, and cyclical growth. A well-diversified 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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