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Martin Investment Management, LLC welcomes you to review the firm’s recent recognitions by clicking on the buttons below. Each link will take you to the recognizing organization’s description of the recognition, their process of selection and other relevant disclosure which may help you in assessing the value of the recognitions.
Lipper, a Thomson Reuters company, is a global leader in supplying mutual fund and separately managed account information, analytical tools, and commentary. According to Lipper, it’s benchmarking and classifications are widely recognized as the industry standard by asset managers, fund companies, and financial intermediaries.
Lipper MarketPlace ranked Martin Investment Management, LLC for US Large-Cap Growth & Value Equity strategy, International Equity strategy, and US Large Cap Equity strategy as Top Performers in the following categories:
The ratings listed above are believed to be generally relevant to investment consultants, plan sponsors, existing clients, potential clients, and others in performing manager selection and on-going performance reviews. These ratings are only one of many factors that may be relevant in determining whether to retain a portfolio manager.
Please note that past performance is not indicative of future results. The ratings listed above may not be representative of any one client’s experience because these ratings may reflect an average or sample of the firm’s accounts or composites of accounts. None of the publications listed above are affiliated with the firm, and the firm has not made any payment for or in anticipation of any rating. From time to time, the firm has, and the firm expects to continue, to purchase reprints and/or other publishing permission from certain publications that have recognized the firm’s performance, including Informa Investment Solutions, Inc., the publisher of PSN awards. Since January 1, 2010, the firm has paid Informa Investment Solutions, Inc. the following amounts: $2,000 in 2012, $2,000 in 2013, $2,000 in 2014, $3,000 in 2015, $2,000 in 2016, $2,000 in 2018, $1,000 in 2019, and $3,000 in 2020, $2000 in 2021 (Through February 28, 2021). The above ratings are not based on client evaluations of the firm. We encourage you to contact the recognizing organizations if you would like additional information regarding their process or methodology. Please contact the firm should you have any further questions on our purchases of reprints or other publishing permission.