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As a team of equity oriented professionals, we are here to assist you with your individual investment objectives. Martin Investment Management, LLC offers customized equity investment solutions designed to meet each client’s particular needs. Our experienced investment professionals’ goal is to deliver quality service.
Martin Investment Management, LLC and its predecessor firm have been registered with the U.S. Securities and Exchange Commission since 1989.
Patrick Martin founded Martin & Co. in March 1989 to provide equity investment advice for several high net worth families. The focus was on establishing a disciplined investment philosophy for the firm based on successful historical strategies that included an emphasis on quality earnings, strong fundamentals, proprietary market positions, and reasonable valuations. The firm’s universe was investments in mid to large capitalization public equities in the domestic market and in international markets (about 10% to 15%) through the use of American Depository Receipts (ADRs). The firm’s “Best Ideas” Growth with a Value Discipline strategy was created based on this investment philosophy. The portfolio is limited to 25 to 30 names, and the turnover is approximately 20% per year. Sandra S. Martin joined the firm in 1991, assisting with equity research analysis.
The firm’s five equity strategies are aligned with the portfolio managers’ interest in uncovering and investing in growing, quality companies in the U.S. and developed non-U.S. markets. Eco-Investing (ESG) demonstrates the firm’s commitment to invest in companies with sustainable environmental practices that use the world’s limited resources wisely. Martin Signature Investing (ESG) invests in companies that promote the leadership of women on all corporate levels.
We are dedicated to providing a high level of service for our institutional and individual clients. All of our directed accounts are individually managed and tailored to the needs and objectives of our clients. We are small and flexible – a major advantage today. All accounts are set up on a discretionary basis. A client must have a brokerage firm or a bank that holds custody of the assets.
Martin Investment Management, LLC has served institutional investors since 1992, offering equity investment management strategies with the goal of favorable risk/reward characteristics in separately managed… More