MARATHON ASSET Overview

Marathon Asset Management Llp is a hedge fund that manages 50.9 BN dollars in regulatory AUM and has 80 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 9% of the manager's regulatory AUM.

MARATHON ASSET StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MARATHON ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JNJ 4.38% Health -4.31% -0.04% 0 34%
PG 3.34% Cons. Staples -5.27% -0.11% 0 24%
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FEATURED IN
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MARATHON ASSET Founders and Key Employees

Name Title In Position Since
William J. Arah Member November-2003
Jeremy J. Hosking Retired Non-Executive Member December-2012
Neil M. Ostrer Member November-2003
Brian Ivory Executive Committee Member August-2007
Nicholas C. Hughes Chief Operating Officer August-2012
Bridget O. Webster General Counsel October-2012
James R. Bennett Chief Compliance Officer October-2013

MARATHON ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

MARATHON ASSET Investment Strategy

Item 8 contains a discussion of some of the risks associated with investments in our funds, it is not possible to identify all of the risks associated with investing and the particular risks applicable to a client account will depend on the nature of the account, its investment strategy or strategies and the types of securities held. Prior to making an investment, potential investors are advised to carefully review each fund’s offering memorandum, prospectus or separate account investment management agreement for a detailed discussion of the specific risk factors associated with a particular fund or investment strategy. The accounts managed by the firm are generally not intended to provide a complete investment program for a client or investor. Clients are responsible for appropriately diversifying their assets to guard against the risk of loss.





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MARATHON ASSET Portfolio Concentration

MARATHON ASSET Location

ORION HOUSE,
5 UPPER ST. MARTINS LANE
LONDON, UNITED KINGDOM, WC2H 9EA

MARATHON ASSET Contact Information

Phone Number: 44 20 7497 2211
Fax Number: 44 20 7497 2399
Website:

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