I manage stock portfolios for individuals, utilizing the Investors Mosaic strategy for all clients. This strategy focuses on identifying mega trends that will create above-average revenue and earnings growth for companies in that given sector. Another important layer to the strategy is to identify the best-of-breed company in that sector since those firms tend to capture the vast majority of the industry's profits (Apple, Google, Facebook, Visa). Finally, I employ a very strict valuation framework to make sure that I don't over-pay for these high-quality assets. This strategy is not suitable for all investors as I am focused on out-performing the S&P 500.