Thematic Growth Investing
Looking for themes in LIFE and the growth companies that make them a reality
Michael Kramer the Founder of Mott Capital Management runs the actively managed long-only Thematic Growth Portfolio. Using everyday life experiences, Michael finds themes and trends in society and the companies create them. In addition to our asset management business, we offer research on companies, macroeconomics, and central bank rate policy.
If you’d like more information, please contact us.