Growth With A Value Discipline
The core “Best Ideas” strategy for Martin Investment Management, LLC is actively managed with a focused portfolio of approximately 25 to 30 large capitalization U.S. domestic equities and international ADRs. We invest in stocks that we view as high quality with above average growth rates that are purchased at favorable price/earnings ratios. Our firm believes that holding a focused portfolio of approximately 25 to 30 stocks over a long-term horizon improves the portfolio’s Active Share and the probability of outperforming the market over time. Growth with a Value Discipline has a quality emphasis and is based on fundamental valuation methods. Although our investment focus for our core strategy remains consistent since the firm began in 1989, this strategy can be customized for client preferences to reflect all market sectors and/or to maintain restricted limits on individual positions.