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The MAI Growth Equity Portfolio is based on the philosophy that earnings growth is the key driver of stock performance. Growth stocks can protect against inflation while providing an opportunity for growth of principal. The primary focus is to invest in companies that exhibit unit volume growth with pricing power.
Growth characteristics of industries change over time. The MAI Growth Equity Portfolio team reevaluates the industry groups in which the strategy is invested and seeks to identify emerging growth opportunities. The strategy seeks to invest in companies that are broadly considered leaders in their industry, and which tend to be concentrated in the technology, healthcare, consumer and service industries. Even in cases where second-tier companies are less expensive on a price/earnings ratio or some other valuation basis, the Strategy still prefers investing in the industry leaders.
By investing in growth companies that are fundamentally sound, the strategy takes the view that the MAI Growth Equity Portfolio can persevere through the marketʼs short-term volatility to achieve its goal of above-average capital appreciation.
All investments are subject to risk, including the loss of principal. There is no guarantee that the investment strategy presented will achieve its intended result. Past Performance is not indicative of future results.
Jordan is a Regional President at MAI, based out of the New York City office. He joined MAI in 2019 and brings with him 20 years of industry experience. Prior to MAI, he served as a Principal & Portfolio Manager at an affiliate of AMG for 20 years. Prior to his time there, he worked at La Salle Bank N.A. in Chicago.
Bill is a Portfolio Manager at MAI, based out of the New York City office. Bill joined MAI in 2019 and brings with him over 40 years of industry experience. Prior to MAI, he served as a Principal & Portfolio Manager for an affiliate of AMG for 17 years. Prior to his time there, he worked at Alliance Bernstein, where he managed pension and private accounts. In addition to his work experience, Bill holds the Chartered Financial Analyst® designation. He earned his Bachelor of Arts in Economics from Bucknell University and received his MBA from Northwestern.
Tom is a Focused Equity Portfolio Manager at MAI, based out of the New York City office. Prior to joining the firm, Tom was the Director of Research at Grisanti Capital Management (“GCM”), which was acquired by MAI in 2020. Prior to GCM, he served as a Research Associate covering oilfield services and offshore drilling at Clarkson Capital Markets.
Erik is an Institutional Business Development Officer at MAI, joining the firm in 2013. He is responsible for business development and distribution of the firm’s proprietary strategies to institutions. Prior to MAI, Erik was a Product Manager at PNC Investments where he was responsible for the launch of online trading & investing and structured products. Additionally, he was a Staff Sergeant in the Ohio Air National Guard where he worked in the Accounting Liaison Office. Erik earned his Associates in Applied Science from the Community College of the Air Force, his BA in Economics from Denison University and his MBA from Ashland University. He is actively involved in his community, serving on St. Augustine’s Associate Board.