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 06/30/21. The fund's latest filing disclosed 335MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 335MM in positions, representing 96% of the manager's regulatory AUM.
MARIETTA INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARIETTA INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.6% | Tech | 26.85% | 0.47% | 0 | 47% | ||
| MSFT | 4.71% | Tech | 14.27% | -0.22% | 0 | 53% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
MARIETTA INVESTMENT Portfolio Concentration
MARIETTA INVESTMENT Location
100 EAST WISCONSIN AVENUE, SUITE 2650
MILWAUKEE, Wisconsin
UNITED STATES, 53202
MILWAUKEE, Wisconsin
UNITED STATES, 53202
MARIETTA INVESTMENT Contact Information
Phone Number: 414-289-9080
Fax Number: 414-289-9081
Website: http://www.mariettallc.com/
Fax Number: 414-289-9081
Website: http://www.mariettallc.com/
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