Mill Capital Management, LLC

Investment Strategy

Mill Capital Management focuses on strategic asset allocation tailored to client-specific needs and objectives. The firm's primary internally managed strategy is MCM Equity, which builds diversified portfolios of high-quality, value-oriented domestic large and mid-cap companies. Typically, client equity portfolios hold 30-45 positions. The approach emphasizes a long-term outlook with a generally low annual turnover rate (5-30%), seeking to generate returns above broad indices while managing risk through diversification. The firm invests across asset classes, including equities, fixed income, alternatives, and cash equivalents, and incorporates client preferences and constraints into portfolio design, providing advisory and occasional external manager selection as needed.