About Mosaic Investments LLC
Mosaic Investments LLC (Mosaic) formed in 1998, is an
independent investment
management and research firm with $17 million in assets
under management.
Mosaic is a registered investment adviser licensed by the
state of California.
Investment Strategy
Mosaic principally invests in branded consumer and retail
oriented public stocks, a sector that represents
approximately 23 % of U.S. market cap. Mosaic’s goal
is to produce superior risk adjusted returns by employing
a selective and proprietary approach to investing - the
"Mosaic Approach" - a comprehensive, research intensive
stock picking process.
Risk is managed both on an individual basis and with
respect to the overall portfolios. The Funds are managed
in a tax sensitive manner that has primarily generated
deferred and long term capital gains since inception.
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