Interactive Advisors · investment strategy
by Interactive Advisors
Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“The overall portfolio is made up of 10 to 20 stocks”
“We typically invest in stocks that have market caps greater than $1 billion”
“Equity securities (exchange-listed, certain OTC, ADRs) and ETFs”
“We trade in stock listed on US exchanges only”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.49 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.66 (90%: 0.53 to 0.75)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Fundamental research label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
3 missing
The text the rules are quoted from, with where it came from.
0.25%-0.75% annual; IA retains 0.25%, remainder paid to the Portfolio Manager; fee negotiated between IA and the manager
Equity securities (exchange-listed, certain OTC, ADRs) and ETFs; Portfolio Managers cannot use leverage/margin
To be selected, managers are screened (e.g. AUM, own money in the strategy), fill in a questionnaire on portfolio construction, risk control and strategy guidelines, share historical trade data, and pass a live test period during which clients cannot invest. Managers license their trade data and have no discretion over client accounts. IA receives no compensation from managers and does not pay them for referrals.
Risk score 1-5 assigned by IA; reevaluated at least annually
Not available (TLH only for the Asset Allocation Portfolio)
Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.
Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
The overall portfolio is made up of 10 to 20 stocks. We do not use leverage, short positions or options: we strictly hold long positions in equities. In addition to using time to mitigate risk, we lever or de-lever the portfolio by increasing or decreasing the number of shares of each portfolio company to maintain consistency with our target range. We typically invest in stocks that have market caps greater than $1 billion and are fully transferable. We trade in stock listed on US exchanges only.
Typically, the portfolio is constructed with a focus on 4 to 5 themes. Examples of themes vary and can range from the needs of aging populations to the shifting media landscape. With a 3 to 5 year investment outlook, we have the opportunity to develop a deep analytical understanding of each portfolio holding, and in some case build a personal relationship with the company. We do not use leverage, short positions or options: we strictly hold long positions in equities. In addition to using time to mitigate risk, we lever or de-lever the portfolio by increasing or decreasing the number of shares of each portfolio company to maintain consistency with our target range.
None
Mott Capital uses top down analysis. We come up with a theme we would like to focus on and drill down to companies from there. We look at variety of things, from fundamentals, to technical. Most importantly, however, the company needs to have a good growth story.
We sell when the story of our investment has changed or determine that growth in a specific theme or company has matured.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | 4 to 5 themes, Generational and demographic shifts | 2026-10-09 |
| Rebalancing (methodology text) | Mirrors manager trades via co-trading; IA may make adjustment trades |
| Management / advisory fee | 0.75% | 2026-10-09 | |
| Minimum investment | $500 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Third-Party Manager Co-Trading · covers: 20 · source_key: interactive_advisors|0 · original_name: Manager Portfolios |
| Benchmark (methodology text) | Assigned by IA per portfolio (investable ETF; often S&P 500 ETF); shown optionally |
| Annualized return since inception (Lighthorse, daily, live) | 11.26% | 2026-10-16 | |
| Calendar-year returns (live account) | 2016: -1.4% · 2017: 18.4% · 2018: -7.8% · 2019: 34.0% · 2020: 27.6% · 2021: 19.8% · 2022: -15.2% · 2023: 27.7% · 2024: 17.0% · 2025: 13.2% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 11.30% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 233.90% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 2.27% | 2026-10-16 | |
| Return, last 30 days (live account) | 9.20% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 17.80% | 2026-10-16 | |
| Return, last 365 days (live account) | 16.60% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 79.10% | 2026-10-09 | |
| Return, last 90 days (live account) | 14.60% | 2026-10-09 | |
| Return, year to date (live account) | 13.60% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.67 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -32.66% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -15.23% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -15.20% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.57 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.91 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.91 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.35 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.43 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.40% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 16.81% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 14.40% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 14.80% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
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