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 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

NON-U.S. GROWTH

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 provides momentum and growth characteristics above the MSCI All Country World Ex-U.S. Growth Index.

NON-U.S. DEVELOPED CORE GROWTH

Seeks to provide clients long-term capital appreciation from exposure to Non-U.S. developed world stocks which our investment discipline has identified as having accelerating growth rates. This portfolio will have momentum and growth characteristics above the MSCI EAFE-Net Dividend Index.

MIDDLE EAST, AFRICA, SOUTH ASIA (MEASA)

Seeks to provide a unique way for investors to effectively invest across the diverse, but hard to access, MEASA region. The thematic portfolio provides investors with a liquid investment in publicly-listed stocks, seeking to provide a highly attractive risk-return correlation, significant scaling potential, and low correlation to global markets.
Product Spotlight

GLOBAL HEALTHCARE TRANSFORMATION

Seeks to identify and target critical innovation healthcare themes we believe have the greatest potential to propel transformation and impact the industry. The thematic portfolio provides a uniquely designed, differentiated, high capacity public equity portfolio tailored to investors’ appetite for risk, volatility and return.
Product Spotlight

EMERGING MARKETS GROWTH

Seeks to provide clients long-term capital appreciation from exposure to emerging market equities with accelerating growth rates identified by our investment discipline. This portfolio will have momentum and growth characteristics above the MSCI Emerging Markets 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.

GLOBAL OPPORTUNITY FUND**

A long/short fund designed to capture alpha opportunities in global equity markets using inefficiencies we have identified but have not been able to pursue within the constraints of traditional institutional mandates.

*McKinley Capital also offers a U.S. Large Cap Aggressive Growth Model portfolio which is not invested by McKinley Capital. **Global Opportunity Fund strategy is under development. No assets are currently managed in this strategy.

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.