SEPARATELY MANAGED ACCOUNTS

We manage investment programs designed to achieve long-term financial goals.

Whether individuals or institutions, we believe that investors have two fundamental goals: (1) compound their capital over the long-term, and/or (2) generate current income from their accumulated capital. Midway Partners manages two investment programs designed to achieve these fundamental goals.

These programs use our disciplined intrinsic value security selection process and quality criteria. We look for the best investment opportunities across company size, industry, and geography. You directly own the securities in your account. There are no pooled mutual funds, ETFs, or other esoteric products.

We deploy capital across the programs to suit each individual client with consideration given to: (1) short-term liquidity needs, (2) long-term financial goals, (3) risk and volatility tolerance, and (4) income versus capital growth objectives.

For an overview of our SMA programs click the button or explore each specific program below.

EXPLORE OUR PROGRAMS

Program 1: Capital Growth

Capital Growth’s goal is to generate satisfactory returns by investing in public equity securities. The program uses Midway Partners’ quality criteria and intrinsic value decision making process. The program’s portfolio is comprised of investments purchased below Midway Partners’ conservative estimates of intrinsic value. It is designed for investors with 3-5 year investment horizons or longer.

  • Discretionary. Client’s capital is invested directly by Midway Partners in securities (no pooled vehicles).

  • Long-term capital compounding.

  • Long-term, 3-5 years.

  • Portfolio selection based on intrinsic value and quality criteria.

  • About 15-20 positions.

  • Primarily North American public equities. No industry, size, or geographic restrictions.

  • None. Dividends and gains are continuously reinvested.

Program 2: Current Income

Current Income’s goal is to produce a consistent stream of current cash flow and to preserve/modestly grow principal over time. The program uses Midway Partners’ quality criteria and intrinsic value decision making process to select primarily high-dividend stocks. Client distributions are made monthly. It is designed for investors with 3-5 year investment horizons or longer.

  • Discretionary. Client’s capital is invested directly by Midway Partners in securities (no pooled vehicles).

  • Create current income with low long-term principal growth.

  • Long-term, 3-5 years.

  • Portfolio selection based on intrinsic value, quality criteria, and profit distributions.

  • About 20-30 positions.

  • Primarily North American public equities, preferred equity, fixed income securities, and derivatives (if suitable). No industry, size, or geographic restrictions.

  • Agreed upon monthly distributions (dividends can be reinvested for compounding if requested).