Product Overview

Mercury Investment Group uses a demographic based thematic approach to Large Cap Growth investing.  Companies are initially chosen because they are competitively positioned to benefit from changes in the demographic structure of their market.  These demographic trends are long lived, allowing us to manage portfolios with very low turn over. 

 We further filter these companies by applying a rigorous valuation methodology.  Our valuation methodology leads us to buy companies with substantial and growing free cash flow.  Positions are established when market prices allow purchase at a discount to this valuation.

Our approach is executed using separately managed accounts as a vehicle to implement a diverse portfolio of Large Capitalization U.S. centric equities.  These equities are bought uniformly for all clients in each client’s individual account.

Our disciplined approach is highly repeatable.  By combining long range sales forecasting and rigorous valuation methodology, we buy companies that are poised to benefit from superior demand growth as demographic trends mature.

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