How often do conditions change in the market? How often does your advisor anticipate and change your portfolio to ensure you are positioned correctly? If you are like many investors, the answer is, “ALL THE TIME” to the first question and “NOT VERY OFTEN” or “NEVER” to the second. Mission Capital Management’s Continuous Portfolio Management™ (CPM) is a dynamic process engineered for results.

Most advisors take the “rear-view mirror” investment approach and chase after performance. CPM is forward-looking; focused on anticipating, identifying and understanding the key factors influencing the market and applying that knowledge to the various investment products we offer.

The Mission Investment Process

Client Focused, Results Driven.

Investment Opportunity

Our team of analysts spends countless hours researching global markets, including macroeconomic trends, country specific research, and research on individual companies to identify and select investment opportunities worthy of the analytical process. Only the best ideas generated by this research process qualify to be given a closer look.

Analysis

Those opportunities qualifying for analysis undergo extensive quantitative and qualitative analysis to determine if the investment is to be part of the Mission Portfolio. This affords us a deep understanding of the investment merits of the companies selected to be part of the Mission Portfolio.

Selection and Allocation

For those select few investments that pass the Mission analysis and vetting process, we apply Intelligent Diversification™ to allocate and weight our picks. This process dynamically weights and optimizes individual securities based on our view of an investment’s unique risk and return profile. We take no huge bets, maintaining broad diversification among holdings.

Rebalance and Reallocation

Once an investment is selected and allocated, our analysts follow internal control processes to ensure that each investment in a portfolio remains appropriately sized. This process is continuous, with adjustments being made whenever necessary.