OUR PRODUCTS

We offer a wide range of investment strategies for both institutional and private clients. Our institutional strategies span across geographies including traditional benchmark driven products in Global, U.S., Non-U.S., and Emerging Markets regions, as well as thematic, and unconstrained strategies. Our Private client strategies include Global, Non-U.S., and U.S. regions and offer varying degrees of risk and yield.

Institutional CLIENT Strategies

For more information about McKinley Capital products, contact us at info@mckinleycapital.com or 1 907 563 4488.

GLOBAL CORE GROWTH

Seeks to provide clients long-term capital appreciation from exposure to global equities, in both developed and emerging markets, which our investment discipline has identified as having accelerating growth rates. This portfolio will have momentum and growth characteristics above the MSCI All Country World Index

U.S. LARGE CAP GROWTH

Seeks to provide clients long-term capital appreciation from exposure to U.S. large cap growth stocks which our investment discipline has identified as having accelerating growth rates. This portfolio will have momentum and growth characteristics above the Russell 1000 Growth Index.

PRIVATE CLIENT STRATEGIES

GLOBAL GROWTH ADR

Seeks to provide clients long-term capital appreciation from exposure to global equities, in both developed and emerging markets, which our investment discipline has identified as having accelerating growth rates. This portfolio will have momentum and growth characteristics above the MSCI All Country World Growth Index.

U.S. LARGE CAP GROWTH

Seeks to provide clients long-term capital appreciation from exposure to U.S. large cap growth stocks which our investment discipline has identified as having accelerating growth rates. This portfolio will have momentum and growth characteristics above the Russell 1000 Growth Index.

DIVERSIFIED INCOME

Seeks to provide clients with a diversified portfolio of equity and fixed income assets, while seeking to provide yield and long term capital appreciation. Asset allocation can include equities, fixed income, commodities, cryptocurrency and cash.

NON-U.S. GROWTH ADR

Seeks to provide clients long-term capital appreciation from exposure to Non-U.S. stocks which our investment discipline has identified as having accelerating growth rates. This portfolio will have momentum and growth characteristics above the MSCI All Country World Ex-U.S. Growth Index.

BUSINESS DEVELOPMENT COMPANY

Seeks to provide clients concentrated exposure to private debt and equity through investments in Business Development Companies. This asset class offers low correlation to standard U.S. equity benchmarks and can provide an attractive yield.

U.S. EQUITY INCOME

Seeks to provide clients exposure to securities with dividend growth and sustainability, while seeking to provide an attractive yield and moderate capital appreciation.