• Strategy Stocks
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 Mott Capital approach starts out with the structure of a client’s account. We chose managed accounts as opposed to a fund because we feel that a managed account gives the owner transparency. The client can check their account and see their balance. They can actually see the equities they own and the fees they are being charged. Additionally, there is no lock up period, the client is free to come and go as they please. We only invest in equities, we are not financial planners. We specialize in picking equities, not planning for your retirement. This allows us to focus on seeking to generate the best returns for our clients.We are not traders or market timers, we are investors. We buy equities with the intent to hold them.We do not concern ourselves with daily, weekly or even monthly market movements. Instead we concern ourselves with our performance over quarters and years. We do not use margin or leverage of any kind. We are strictly cash investors. This allows us to make investment decisions and sell equities because we want to, not because the margin clerk is telling us to. We never short, or use options.We have a keep it simple approach to investing. We are not running quantitative models to find our next investment. We think about trends in society and try to come up with ideas that match those trends.The three things that make investing simple is growth, quality and patience.
Mott Capital uses top down analysis. We come up with a theme we would like to focus on and drill down to companies from there. We look at variety of things, from fundamentals, to technical. Most importantly, however, the company needs to have a good growth story. We NEVER use models of any kinds. They are useless in our opinion
Mott Capital utilizes an ALL-cap all sector approach. We only invest in US equities or ADRs. Generally, as long as cash is not an issue all securities start off with a 5% weighting, and we leave 5% in cash. We do not believe in rebalancing.  We have very low turnover, and try to keep approximately 19 names in the portfolio.
Mott Capital will NEVER rebalance, We believe in holding solid companies with good growth prospects. If the story of the company changes, we change, meaning we sell the stock. It is that simple.

Portfolio Manager performance


Last 30 days



Last 90 days



Last 365 days


Quarterly vs S&P500

Quarterly vs S&P500

Risk score

  • 9.3%

    Best quarter

  • -4.7%

    Worst quarter

    • 1.5% fee
    • $20,000 min

Portfolio Manager performance graph

All performance information on this page is based on the performance of the Portfolio Manager’s account. Client performance may differ. Client account performance is displayed on the client dashboard.

Performance Portfolio inception July 14, 2015

as of June 26, 2017 Manager (net of fees ) S&P 500
Last 30 days 1.0% 1.0%
Last 90 days 5.4% 3.4%
Last 365 Days 21.2% 19.7%
Since inception (Annualized) 2.7% 7.7%
2017 (YTD) 15.6% 8.9%
2016 -1.4% 9.5%

Risk metrics Last 365 days

as of June 26, 2017 Manager (net of fees ) S&P 500
Volatility 9.4% 8.7%
Sharpe Ratio 2.15 2.16
Sortino Ratio 2.85 3.08
Maximum Drawdown -5.9% -4.8%
Value-at-risk (95%, 1 week) -2.2% -2.0%
vs. S&P 500
Information Ratio 0.28
Alpha 3.3%
Beta 0.90
R-Squared 0.68


  • Consumer, Non-cyclical
  • Communications
  • Consumer, Cyclical
  • Financial
  • Industrial

Top 5 securities

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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
Show more

Latest transactions Average trades per month 0.6

Executed Symbol Security Type Price
March 28, 2017 NFLX Netflix Inc Sell $144.82
March 28, 2017 GOOGL Alphabet Inc Buy $838.01
March 28, 2017 V Visa Inc Sell $88.78
March 28, 2017 MO Altria Group Inc Sell $73.01
November 08, 2016 HAIN Hain Celestial Group Inc/The Sell $35.87
August 05, 2016 NFLX Netflix Inc Buy $97.20
April 29, 2016 GILD Gilead Sciences Inc Sell $91.10
November 18, 2015 VOD Vodafone Group PLC Buy $33.35
View all

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Important Information

  1. Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.  
  2. All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Portfolio Manager’s pre-Covestor performance information may include performance of non-Covestor client accounts. Performance of the Portfolio Manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retroactively to present the portfolio return "net-of-fees".
  3. None of the performance information displayed on this page is based on the actual performance of any Covestor client account investing in this portfolio. The performance in a Covestor client account invested in this portfolio may differ (i.e., be lower or higher) from the Portfolio Manager’s account performance based on any trading restrictions imposed by the client (resulting in different account holdings), time of initial investment, amount of investment, frequency and size of cash flows in and out of the client account, applicable brokerage commissions, and different corporate actions. Clients investing in this portfolio may view the actual performance of their investment in this portfolio by logging into their Covestor account and reviewing their customized dashboard.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns displayed have been calculated by Covestor using daily benchmark prices and do not include dividend income. More information here. For certain portfolios Covestor uses an index as a benchmark, while for others it uses an investable exchange traded fund (ETF) as a benchmark. Index returns do not reflect the deduction of any management fees, transaction costs or expenses. Individuals cannot invest directly in an index. Investable ETF returns reflect the deduction of (i.e., are net of) management fees, transaction costs and expenses.
  7. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history of Portfolio Managers is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  8. Not all transactions listed will appear in accounts due to Covestor's trading rules and individual client constraints. Eligibility of these securities is monitored periodically, and may change over time. Actual client investment holdings may vary.