Since 1989, Martin Investment Management has been delivering admirable results, and the original ownership and management team is still in place today. Its adherence to a disciplined approach allows advisors to allocate a portion of client assets to these strategies with confidence.
Martin manages three SMA strategies that adhere to its value-versus-risk approach:
Martin focuses on earnings growth as the primary driver of long-term equity appreciation. The firm strives to identify high-quality businesses with above-average earnings growth that it can purchase at favorable valuations. Martin takes a concentrated portfolio approach seeking to maximize the probability of outperforming its benchmarks over time, adding alpha with an eye toward risk-avoidance.
Martin’s process begins with a universe of 2,000 stocks. Applying its quantitative screening, the list is culled to 100 candidate companies. Utilizing its qualitative process, Martin applies rigorous fundamental research to select its “best ideas,” 25 to 30 stocks, that will make up the portfolio.
Positions are constantly monitored for shifts in fundamentals and new opportunities, and Martin’s long-term horizon results in low turnover, generally less than 20%, with most capital gains being long term.
Details of these models are available on the EQIS platform.
If you would like to deploy these strategies using the EQIS platform, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these changes, or contact Advisor Services at support@EQIS.com or 800-949-9936 and pressing 2.
EQIS and Martin Investment Management, LLC (“Martin”) are not affiliated. This is not a solicitation to buy or sell securities.
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