MARTIN INVESTMENT Overview
Martin Investment Management Llc is an investment advisor that manages 719.6 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 397MM in positions, representing 55% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 397MM in positions, representing 55% of the manager's regulatory AUM.
MARTIN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARTIN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ALC | 6.97% | Health | 0.87% | -0.25% | 0 | 5% | ||
| SONY | 6.25% | Cons. Disc. | 11.14% | 0.01% | 0 | 7% | ||
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FEATURED IN
MARTIN INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Patrick A. Martin | Managing Director & Chief Compliance Officer | January-2002 |
| Mary Ellen M. Zellerbach | Managing Director | May-2003 |
| Sandra M. Martin | Managing Director | August-2003 |
MARTIN INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Custodian | Pro |
MARTIN INVESTMENT Investment Strategy
MARTIN INVESTMENT Portfolio Concentration
MARTIN INVESTMENT Location
1007 CHURCH STREET
SUITE 530
EVANSTON, Illinois
UNITED STATES, 60201-5981
SUITE 530
EVANSTON, Illinois
UNITED STATES, 60201-5981
MARTIN INVESTMENT Contact Information
Phone Number: 847-424-9124
Fax Number: 847-424-9182
Website: http://www.martin-investments.com
Fax Number: 847-424-9182
Website: http://www.martin-investments.com
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