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About Us

We are a Jersey-based discretionary asset manager that specialises in focused global equity and multi-asset portfolios.

Our Investment Philosophy

Our approach to managing money recognises that in order to add real value over time, investment decisions should be made within the framework of a consistent and understandable methodology, without undue individual influence, and demonstrate a successful track record.

Martello’s proven investment process, tested over many years, lies at the heart of how we approach the management of client money.

In its application, we are not bound by broad asset allocation or equity benchmarks. We adopt an active approach to both asset allocation and stock selection as market conditions might dictate.

Thorough Research

We conduct our own in house company research using our own proprietary models. Investment decisions are thoroughly researched, debated within a committee framework and are always forward looking.

To provide exposure to a broad range of industries, growth themes and geographic economies, we typically invest from a limited universe of larger quality companies listed on the major developed markets of Europe, North America and the UK.

The attributes we seek in the companies we invest in include financial stability through the economic cycle, strong competitive advantages, a history of attractive returns on capital and proven management competencies and strategy execution.

What Sets Us Apart

Decades Of Experience

Founded and based in Jersey since 2019, Martello Asset Management has a management team with extensive industry experience gathered over many decades, during which time the world and investment landscapes have transformed and continue to evolve. Our consistent and proven investment approach is testament to that.

Full Transparency

We embrace full transparency and engagement with our clients. Direct access to our investment managers is an important part of our offering.

Decisive Investing

Our goal is to build real wealth over time for our investors through decisive global investing. We are pragmatic and independent thinkers, believing that a different outcome requires a different starting point. We strive to think differently when selecting and managing investments, guided by experience, observation and our in-house proprietary research process.

Different Products, Same Approach

Our investment approach can be accessed via our Martello Global Equity Fund or our range of discretionary portfolio solutions, all of which follow the same investment process.

Industry Awards

ARC’s 3D Award is an independent endorsement of an investment manager’s commitment to the principles of transparency, engagement and integrity and we are proud recipients of this award.

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