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 12/31/19. The fund's latest filing disclosed 10BN in positions, representing 265% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 10BN in positions, representing 265% of the manager's regulatory AUM.
MARTINGALE ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MARTINGALE ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 1.4% | Tech | 5% | 0.17% | 0 | 39% | ||
| JNJ | 1.06% | Health | -2.56% | 0.03% | 0 | 29% | ||
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FEATURED IN
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’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
19TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116
MARTINGALE ASSET Contact Information
Phone Number: 617-424-4700
Fax Number: 617-424-4747
Website: http://www.mgale.com
Fax Number: 617-424-4747
Website: http://www.mgale.com
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