MARIETTA INVESTMENT Overview

Marietta Investment Partners Llc is an investment advisor that manages 350.2 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 308MM in positions, representing 88% of the manager's regulatory AUM.

MARIETTA INVESTMENT StockAlpha

-4.4%
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

MARIETTA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AOS 5.79% Industrials 2.95% -0.39% 0 8%
HDB 4.4% Financials -10.22% -1.28% 0 5%
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FEATURED IN
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MARIETTA INVESTMENT Founders and Key Employees

Name Title In Position Since
John T. Evans Manager And Controlling Member February-2000
Robert C. Draper Chief Compliance Officer And Portfolio Manager July-2012
Charles P. Evans Business Manager March-2012

MARIETTA INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

MARIETTA INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategies

Overview–Equity Holdings. Marietta typically invests in the common stocks of companies that Marietta believes have fundamental quality and growth potential. In identifying a universe of desirable stocks, Marietta seeks companies that have:

• leadership positions in their industries;
• a strong balance sheet;
• an established track record of earnings stability and growth;
• proprietary products, processes and services;
• an experienced and tested management; and
• an assertive yet realistic growth strategy.

Stocks must also be reasonably priced, which Marietta typically evaluates by comparing a stock’s price-to-earnings ratio to that of the market, to the stock’s historical relative price to earnings ratio and to the relative price-to-earnings ratios of other companies in its industry. Marietta wi...
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MARIETTA INVESTMENT Portfolio Concentration

MARIETTA INVESTMENT Location

100 EAST WISCONSIN AVENUE, SUITE 2650
MILWAUKEE, Wisconsin
UNITED STATES, 53202

MARIETTA INVESTMENT Contact Information

Phone Number: 414-289-9080
Fax Number: 414-289-9081
Website:

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