MS Capital Management, L.L.C. is a
registered investment advisory firm registered in the state of Arizona. MS
Capital employs the "total return" adage to its investment
thesis on a "macro" level, and at the equity level, an emphasis
on GARP (Growth at Reasonable Price).
We develop a target price for selected equities based on our analysis.
These selected stocks then become a part of our portfolio. We may take a
long position, short position, or "hedged" position, depending
on our current proprietary valuation model for each individual security.
MS Capital Management, LLC covers diverse sectors, investing in each
company based on our DCF (Discounted Cash Flow) Valuation Model. We
participate in meetings with Senior Management, quarterly earnings
announcements and conference calls. All of this data is extrapolated into
our model for each security.
Our proprietary selection process discerns companies with a viable
product/service. We screen for strong returns on equity and strong return
on assets. We review the cash flow statements, balance sheets and all
public sources of information. We then continue to monitor each
investment for our clients, and provide updated valuation models. Clients
are also provided executive summaries, which detail the previous
quarter's earnings vs. our projections. This process keeps our clients
involved in the day-to-day process of their portfolios' growth.
Our goal is to outperform the S&P 500 Index, net of fees, for the
duration of the management of our clients' assets.
“An index is a portfolio of specific securities, the
performance of which is often used as
a benchmark in judging the relative performance of certain
asset classes. Indexes are unmanaged portfolios and investors cannot
invest directly in an index. The index returns
are “Total Returns” with dividends re-invested, which
means the return is not only the change in any price for the securities
in the index, but any income generated by those securities. The S&P
500 Index is an unmanaged index that is generally considered
Representative of the U.S. stock market. The
performance of an unmanaged index is not indicative of the performance of
any particular investment. Investments offering the potential for a
higher rate of return also involve a higher degree of risk”
The investment process of MS Capital Management, LLC has
been and always will be focused on the needs of our clients.
Securities offered through First Allied Securities. A
registered broker/dealer. Member FINRA & SIPC
Consult www.finra.org or www.sipc.org
Management, L.L.C. is a registered investment adviser in the state of Arizona.
Investment advisory services offered to residents of states in which MS
Capital Management, L.L.C. is registered. Neither First Allied Securities
nor Pershing Securities, Inc. endorses or supports this web site, nor are
they affiliated with MS Capital Management, L.L.C.
This site is for informational purposes only and does not
constitute an offer to sell or a solicitation to buy any security which
may be mentioned herein. We suggest that you consult with your financial
or tax advisor with regard to your financial situation.
This site has been published in the United States for residents of the United States.
Persons mentioned in this site may only transact business in states in
which they have been properly registered or are exempt from registration.
This site last updated: June 25, 2007.