Mott Capital uses a long-term thematic growth approach developed by Michael Kramer to invest in public equities, searching for investments that both reflect and help to shape generational and demographic shifts. Mott Capital utilizes a philosophy of buying stocks for a 3 to 5-year time horizon, with the belief that a long-term holding period gives themes and companies a chance to fully develop. The long-term horizon also serves to mitigate the risk associated with the short-term impact of market volatility.
In addition to running the thematic growth portfolio, the Mott Capital also publishes market commentaries and content to media outlets. Content services are an on-demand service based on a client’s specific inquiry. Working with both individual, institutional clientele, and media websites, we strive to provide an independent, no strings attached assessment.
To find out more about our investment or content products, please feel free to explore our website or send us an e-mail with questions.
Michael Kramer is the founder of Mott Capital. His unique investment philosophy centers on seeking investment opportunities that are influenced by everyday life activities, and by observing new trends and products that are popular or are trending towards popularity.
Kramer runs the Mott Capital actively managed long-only Thematic Growth Portfolio. The strategy was developed in August 2014 and has a 3-Year GIPS compliant track record. Further, Kramer is a fundamental writer for Investopedia.com, analyzing stocks and market news that is helpful for everyday investors to make short and long-term investment decisions. Additionally, he is the creator of “Reading the Markets,” an exclusive subscription offering on Seeking Alpha’s marketplace, identifying global-macro and stock specific opportunities to make money in the market.
Before starting Mott Capital, Kramer began his career in high-risk trading environments, trading both US and International equities for US Trust and Gilder, Gagnon, Howe & Co. His trading skills coupled with his comprehensive, financial analysis of public companies, have given him a unique perspective on investing, which stands out from analysts who simply look at top-line numbers. Additionally, he pays particular attention to finding new generational themes and trends in society and devotes a significant part of his research to global macroeconomics and central bank policies that impact financial markets.
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