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Company Name
Mott Capital Management, LLC

  • Address
  • 101 Seventh Street
  • Garden City
  • New York
  • 11530

Mott Capital Management, LLC

Mott Capital Management (MCM) is an actively managed long-only registered investment advisor. MCM uses separately managed accounts as opposed to pooling money in a fund. MCM’s philosophy is to take a long-term approach to investing as opposed to short-term trading. Typically, Mott looks for investments on a 3-5 year time frame. The goal of MCM is to provide investors with superior returns over a long period of time.

Investment portfolio

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.

Strategy
Stocks
Sharpe ratio
1.55 365 days
Performance
15.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Portfolio commentary

  1. Profile Picture Tesla is a tech play June 24, 2016

    Tesla stormed into auto industry with great technology

  2. Profile Picture Stepping back from the pack May 16, 2016
  3. Profile Picture Acadia's Parkinson’s drug Nuplazid clears key hurdle March 31, 2016
  4. Profile Picture Making sense of the market chaos January 27, 2016
  5. Profile Picture Sizing up your portfolio performance for 2015 December 28, 2016
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Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.