The people behind the portfolio.

Portfolio leadership

Dawson Marks

Portfolio Manager · MCM Capital Group

Dawson Marks is the portfolio manager of MCM Capital Group, a hedge fund investment company based in Jacksonville, Florida. His role brings together investment research, portfolio decision-making, and an ongoing assessment of risk.

At the center of his investment perspective is a straightforward idea: conviction should be earned through research, and every opportunity should be considered in the context of the broader portfolio. This means looking beyond a compelling investment story to examine valuation, position sizing, liquidity, and downside exposure.

His day-to-day responsibilities span the full arc of the investment process—evaluating new ideas, weighing their effect on the portfolio as a whole, overseeing execution, and reassessing existing positions as fundamentals evolve. He regards the willingness to change one’s mind, when the evidence demands it, as an essential part of the discipline.

Dawson is the point of contact for conversations about the firm’s investment approach and prospective investor objectives. When you reach out to MCM Capital Group, he is the person you will speak with.