Investment Perspectives

Globalization Shapes U.S. Manufacturing and MCM Investment Strategy

Globalization Shapes U.S. Manufacturing and MCM Investment Strategy
News Flash: Globalization, inclusive of the rise of low cost country ("LCC") sourcing, is reshaping US manufacturing. OK, maybe the aforementioned is not a groundbreaking revelation, but it is worthwhile to explore in a little more detail and elucidate the impact of globalization and the proliferation of LCC sourcing on US manufacturing and more specifically on our Fund investment strategy.… read more →

MCM Seeks To Invest In The Medical Device Market

MCM Seeks To Invest In The Medical Device Market
Our investment interest in the medical device market is predicated upon several macro-economic drivers including device innovation, favorable demographics, and hospital austerity.  Researcher’s believe these key factors will drive the global medical device market to over $300 billion this year.  Analysts presage a $312 billion medical device market in 2011 and forecast roughly 4-6% growth for the next few years.  Over… read more →

One Word…Plastics

One Word…Plastics
Mr. McGuire: I want to say one word to you. Just one word. Benjamin: Yes, sir. Mr. McGuire: Are you listening? Benjamin: Yes, I am. Mr. McGuire: Plastics. Benjamin: Exactly how do you mean? Mr. McGuire: There is a great future in plastics. Think about it. Will you think about it? The above lines were spoken in the classic coming… read more →
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