CCM is an active, value-oriented investor utilizing individual stocks in a concentrated portfolio of between 15 - 30 stocks. This strategy invests across sectors and market capitalizations and identifies companies whose intrinsic value is higher than the current price to tangible book value, owner earnings, or cash flow. We utilize a separately managed account structure through Interactive Brokers.
Who we work with:
CCM has transitioned from serving individual high-income clients to only working with accredited investors, family offices, and as a sub-advisor to independent RIAs.