MFA High Grade

Our MFA High Grade Portfolio strives to deliver enhanced returns in a purposely concentrated portfolio of highly rated individual stocks. The companies included in this portfolio have been selected because of their potential for superior growth and history of maintaining strong balance sheets. Appropriate for investors who are aware of the risks associated with a concentrated portfolio and are willing and able to take risks in order to seek attractive returns.

The MFA High Grade Portfolio is a Focused High-Quality Portfolio of Stocks...

  • This portfolio consists exclusively of companies that have received high ratings from multiple rating agencies
  • Only those companies that have demonstrated a superior growth history are included
  • The goal is to include only those companies that are well positioned to survive and thrive through multiple business cycles
  • Positions are routinely monitored and rotated as a result of material rating agency changes and business specific events 

 

To learn more about this portfolio, please launch the PDF viewer below.

 

MFA High Grade Portfolio