MARTINGALE ASSET Overview

Martingale Asset Management L P is an investment advisor that manages 3.7 BN dollars in regulatory AUM and has 22 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 7BN in positions, representing 182% of the manager's regulatory AUM.

MARTINGALE ASSET StockAlpha

+1.5%
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

MARTINGALE ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 1.52% Tech 8.31% 0.09% 0 36%
JNJ 1.28% Health -4.31% -0.01% 0 34%
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MARTINGALE ASSET Founders and Key Employees

Name Title In Position Since
Alan J. Strassman Chairman February-1988
Arnold S. Wood President & Ceo June-1987
William E. Jacques Executive Vice President & Cio June-1987
Samuel P. Nathans Senior Vice President January-2000
James M. Eysenbach Senior Vice President April-2004
Jennifer N. Cooper Executive Vice President, Cco & Cfo January-2008

MARTINGALE ASSET Brokers, Custodians, Auditors and Administrators

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

MARTINGALE ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Martingale’s investment strategies are grounded in behavioral finance and the belief that investor biases cause markets to be inefficient. Using a systematic and disciplined approach, Martingale seeks to exploit security mis-pricings based upon an analysis of underlying company fundamentals and an assessment of their risk properties. Portfolios emphasize securities perceived to be undervalued, while underweighting (or shorting) securities perceived to be overvalued. Added value may also come through meaningful risk reduction. Rigorous portfolio construction promotes broad diversification and is designed to control, though not eliminate, risks in the portfolio. Some strategies are managed with an absolute risk focus, others seek to manage risk relative to a market benchmark. We offer strategies across the market capitalization spectrum from macro cap to small cap, including core, growth and value mandates.

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MARTINGALE ASSET Portfolio Concentration

MARTINGALE ASSET Location

222 BERKELEY ST
19TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116

MARTINGALE ASSET Contact Information

Phone Number: 617-424-4700
Fax Number: 617-424-4747
Website:

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