Through its Thematic Growth Strategy, Mott Capital uses a long-term growth approach developed by Michael Kramer to invest in public equities, searching for investments that reflect and help shape generational and demographic shifts. Michael utilizes a philosophy of buying stocks on a 3 to 5-year time horizon, believing that a long-term holding period gives themes and companies a chance to develop fully. The long-term horizon also mitigates the risk associated with the short-term impact of market volatility.
Michael Kramer is the founder of Mott Capital. His unique investment philosophy centers on seeking investment opportunities influenced by everyday activities and observing new trends and products that are popular or trending towards popularity.
Kramer runs the Mott Capital, actively managing the long-only Thematic Growth Portfolio. The strategy was developed in August 2014 and has a more than 5-year GIPS-compliant track record. Kramer also created “Reading the Markets” and “The Market Chronicle” through the Seeking Alpha marketplace and Substack. Reading the Markets identifies global-macro and stock-specific opportunities, while The Market Chronicle focuses squarely on global-macro trends.
Before starting Mott Capital, Kramer began his career in high-risk trading environments, trading US and International equities for US Trust and Gilder, Gagnon, Howe & Co. His trading skills and comprehensive financial analysis of public companies have given him a unique perspective on investing, which stands out from analysts who only look at top-line numbers. Additionally, he pays particular attention to finding new generational themes and trends in society. He devotes much of his research to global macroeconomics and central bank policies that impact financial markets.
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