BUILDING A MICRO STRATEGY WITH A MACRO VIEW

Proprietary Market Focus Drives Our Business Model

STC2 is the MCG proprietary index to identify companies operating in markets that will experience outperformance in the 21st century.
It stands for Sector, Trend, Country, Company.
[ STC2 ] ≡ [ Sector Filter ] + [ Trend Filter ] + [ Country Filter ] + [ Company Filter ]
[ STC2 ] ≡ MCG Coverage List

Sectors: Defense, Energy, Healthcare, Infrastructure, Real Estate & Technology

Trends: 3 key macro themes driving sector disruptions, productivity enhancements, technological innovation and fundamental growth:
-Connectivity: (micro-grids, internet & communications infrastructure)
-Extraction of Natural Resources: (access/supply lines, extraction, security)
-Innovation: (retooling existing infrastructure, PPPs)

Country: We focus on growth economies with favorable fundamentals relative to their peer sets. From capital cities to financial centers, we believe urbanized populations with strong dempgraphics will drive the future trade and capital flows.

Client: We focus on growth stage companies who are in industries with attractive fundamentals; with proven trackrecords and business models; and with best in-class management teams.