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 2023
For the past several months, a majority of the market pundits and economists have been anticipating that the United States would enter into a recession, so much so that often it was characterized as the most widely anticipated recession of all time….
3rd Quarterly Report
3Q 2023
A year ago in August, Federal Reserve Chairman Jerome Powell gave his infamous “some pain might be required” speech that started the aggressive short-term interest rate hikes to help subdue inflation. The third quarter behaved eerily similar to last year’s quarter, but now…
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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