Choice Equities Capital Management (CECM) was created to continue offering our clients the concentrated, capital appreciation vehicle previously offered as the Focused Distribution Strategy (FDS). In 2017 we founded the company as an independent and standalone investment manager to continue our pursuit of this investment approach while expanding our investment universe beyond our original target set of only distribution companies. While our opportunity set has broadened, in many ways we are simply returning to our roots as we continue to focus primarily on small caps.
CECM is comprised of founder Mitchell Scott, CFA, Thompson Clark, CFA and Claire Young and has multiple relationships with external partners who assist with investor relations activities.
Prior to founding CECM, Mitchell spent five years at KDI, a Barron’s 2015 top 100 hedge fund where he was an analyst and portfolio manager of FDS. Previously, he was a junior partner at Anchor Capital, a private investment management company focused on small to micro cap US equities. Mitchell graduated cum laude from Clemson University in 2003 and earned his MBA from the University of North Carolina in 2008. Mitchell has nine years of investment experience with primary areas of focus in small caps and distribution companies across various consumer and industrial verticals.
Thompson joined CECM in 2019 after six years of investment research experience at Legacy Research Group and Agora Financial, both affiliates of the Agora Inc family of companies. As an investment research analyst, Thompson produced small and microcap U.S. equities recommendations for thousands of paid subscribers. Previously, he was a sell-side analyst at Sidoti & Company, a small-cap focused research firm in New York City. Thompson graduated from the Goizueta Business School at Emory University in 2010 with a focus in Finance and Accounting.
Claire Young; Senior Vice President of Finance and Administration
Claire has been in the financial services industry for over 16 years. She is responsible for handling reporting, compliance, investor relations and office management functions. Previously, Claire worked with Weston Banks Wealth Partners, Prudential Securities, Edward Jones Investments and Morgan Keegan & Co. She has earned her Series 7 and 63 licenses. Claire is a graduate of North Carolina State University.
Choice Equities Limited Partners
We seek to partner with accredited investors and offer investment subscriptions under the limited partnership model. We seek partners with a long term investment horizon who share and understand our investment approach.