Midwest Investment Management is dedicated to professional investment management
Midwest Investment Management
Home
Introduction
Advantages We Offer
Strategy
Service
Meet Our Partners
Managing Director
Midwest Investment Management
Institutional Investor
Midwest Investment Management
Newsletter
Request Information
Midwest Part 2 Form ADV Info
Employment Opportunities
Midwest Investment Management
The Tower at Erieview | 1301 East 9th St | Suite 1110 | Cleveland, OH 44114

Investment Strategy

A choice of investment strategies for long-term results

At Midwest Investment Management, we know that everyone’s investment needs are different. And so, we consider the client’s age, investment objectives, income requirements, tolerance for risk, and other factors.

Also, unlike some investment advisors, we never recommend commission-based “off the shelf” or pre-packaged investment products. Instead, our portfolio managers and research analysts use their extensive experience to develop a client portfolio that is positioned for long-term growth of capital through a process of careful evaluation and selection of individual stocks, bonds, mutual funds, or other securities.

Elmer L. Meszaros: Our discipline helps protect our clients from substantial risk to their portfolios.

“Our discipline helps protect our clients from substantial risk to their portfolios.”

Elmer L. Meszaros
Partner

Our proprietary Large-Cap Core Portfolio™ serves as the foundation for most client portfolios. This portfolio contains only carefully selected, high quality, dividend-paying stocks of profitable “blue-chip” corporations, most of which are based in the U.S. This portfolio, which offers a conservative and tax-efficient approach to equity investing, periodically includes a position in bonds, when prudent.

All equity holdings in the Large-Cap Core Portfolio™ meet our stringent standards for quality and are subject to time-consuming analysis before they are purchased for our clients. Our disciplined equity research process includes meetings with corporate CEOs, CFOs, or other senior-level managers of companies whose stocks are held in client portfolios.

The chart below summarizes the typical characteristics that result from our “Large-Cap Core” approach to investment management. The MIMLLC Holdings in this table contain all of the stocks purchased in client portfolios by MIMLLC as of September 30, 2016. This does not imply that all the managed accounts held all of these stocks on that date.

Our approach generates a portfolio of stocks that, on average, have the following characteristics compared to the Standard and Poors 500 and Russell Top 200 Indices:

  • Higher historic earnings growth, as measured by 5-year-earnings-per-share growth rates.
  • Provide a comparable level of dividend yield;
  • Are more profitable than the aggregate S&P 500 Index, as measured by return on equity.
  • A lower price/earnings ratio.

In summary, better growth and greater profitability at a value price are the foundations of our investment style.

Current performance data for Midwest's Large-Cap Core Portfolio