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Portfolio

At SCM we run a concentrated long-short portfolio with 10-15 holdings, equally weighted. Since inception in 2001, SCM has produced an annualized return around 12%. Our focus is on small to mid-cap companies that are overlooked or fundamentally mis-understood by the market.

 

 

Past Investment Examples: 

 

Healthcare 

Organovo (ONVO), TherapeuticsMD (TXMD), Gilead Sciences (GILD), Edwards Lifesciences (EW), RedHill Biopharma (RDHL), HCA (HCA)

Technology

Flex (FLEX), Baidu (BIDU), Cerner (CERN), Microsoft (MSFT)

Energy & Industrials

Diamondback Energy (FANG), H&E Equipment Services (HEES)

Consumer & Financials

JD.com (JD), Fiat Chrysler (FCAU), Chipotle Mexican Grill (CMG), IRobot (IRBT), Panera (PNRA), Sohu (SOHU)