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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 27, 2026
The Mott Capital Thematic Growth strategy recorded a net-of-fees year-to-date return of 9.01% through the close of the third quarter of 2026, marking a meaningful rebound from -4.70% net of fees reported at the end of June. In comparison, the S&P 500 Total Return Index gained 12.75% year-to-date through September. The portfolio operates with a concentrated structure typically holding between 10 to 20 positions alongside an approximate 5% cash allocation maintained as an operational cushion and hedge. The broader market backdrop during the third quarter was defined by an abrupt mid-summer rotation out of technology equities followed by an uneven recovery effort. Mott Capital's investment framework emphasizes navigating these market mechanics by playing the long game and resisting short-term index oscillations. Core narrative themes centered on the accelerating adoption of artificial intelligence in multi-cancer diagnostic blood screening, alongside the secular expansion of listed options trading and exchange volumes across financial markets. Portfolio activity was marked by capital reallocations and long-term thesis realization. The manager trimmed a profitable, longstanding stake in Illumina to fund a new long position in options exchange operator Cboe Global Markets. Continued upside in Grail was driven by favorable FDA advisory panel support, while legacy compounders such as Microsoft and Boeing remain anchored in the portfolio on commercial order backlogs and steady operational execution.
Investing with a multi-year horizon in businesses possessing unique structural growth opportunities and proprietary competitive moats compounds superior returns over time despite short-term market rotations.
The manager remains optimistic that third-quarter performance represents the beginning of another sustained period of strong returns driven by businesses with unique competitive opportunities.
Moderate Conviction Bullish
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon
Top Conviction Themes
Key Catalysts
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