Investor Summary

Michael J. Kramer founded Mott Capital Management in August 2014, bringing over 20 years of industry experience as an analyst, trader, and investment manager. He holds a Master of Science in Investment Management from Pace University and a Certificate in Risk Management from New York University, having passed the Series 65 examination in July 2014. Prior to founding Mott Capital, Kramer gained experience trading US and International equities in high-risk environments for prominent firms including US Trust and Gilder, Gagnon, Howe & Co. His regulatory record shows no disclosed disciplinary events, criminal convictions, or adverse disclosures. Kramer maintains an active presence in financial media through his 'Reading the Markets' platform on Seeking Alpha and regular contributions to Investopedia.com, demonstrating his commitment to investor education and market analysis.

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Fund Strategy

Mott Capital Management employs a distinctive thematic growth strategy focused on identifying investment opportunities influenced by everyday life activities, emerging trends, and products gaining popularity in society. The firm's investment philosophy centers on seeking companies that reflect and shape generational and demographic shifts, with particular emphasis on long-term holding periods of 3 to 5 years. This approach combines fundamental financial analysis with technical and options market insights, integrating global macroeconomic analysis and central bank policy impacts into security selection. The strategy maintains a concentrated approach with approximately 20 positions across diverse market capitalizations and sectors while maintaining 25% cash for flexibility and risk management.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
10.5% - 12.0%