"I am happy to invite you to join the exclusive McLean Family Office investment research membership program. Our process has served our family well for 45+ years and we trust it will meet your needs.
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The Investment research & recommendations in our service offering mirror our family’s investment strategy. Trade ideas flow in real-time and reflect a true skin-in-the-game perspective, a differentiator in today’s investment industry."
Brent McLean
Chief Investment Officer
The Disciplined Compounder Method
Identifying and Investing in Proven Compounders of Capital:
Consistent, Visible, Growing, and Recurring Cash Flows | Reasonably Priced | Well Financed
01
Quantitative Screening
02
Fundamental Research
03
Continuous Monitoring
Broad universe of stocks is filtered through our quantitative screening and ranking models.
Potential compounders are reviewed through our comprehensive fundamental research process. We invest only in the stars.
We monitor the portfolio diligently, preserving capital. We apply a disciplined mindset, knowing when to hold ‘em or fold ‘em.
Note: This sample gives you the first section of our initiation report, please reach out to see remainder of our initiation report
Consistent & repeatable investment process that beats the market
Bottom-up approach supported by leading macroeconomic research
Methodology developed over 45+ years through various market cycles
Varying level of access to our investment team based on your needs
Exclusive access to our complete investment portfolio
Trade ideas flow in real-time with buy and sell alerts
Key Benefits
Our investment research offering stands out amongst the competition
Let's Connect
Phone: 403-616-8638
Email: team_mfo@mcleanfo.ca
Suite 1900, 350-7th Avenue SW,
Calgary, AB T2P 3N9
