Mark Carey Rodgers

Scopus employs a similar investment strategy amongst all of the Funds. The investment objective is to achieve superior returns through capital appreciation by investing, on a long and short basis, generally in common stocks and derivative instruments, including, without limitation, those linked to US equity markets (such as options, warrants, convertible securities, forward contracts, futures, swaps and ETFs). The firm’s investment approach involves a combination of extensive fundamental research and bottom-up financial analysis to identify investment opportunities that are materially undervalued (in the case of long positions) or overvalued (in the case of short positions).

Functions as a College/University

MCM specializes in developing investment portfolios comprised of individual equities, options and bonds. Portfolios are constructed based upon the objectives of the client. The firm employs a risk adverse value style of investing.