Our Philosophy, Approach and Solutions

What We Do

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Discretionary Investment Management is the primary business of Martello. We manage a number of investment models which are comprised of individual equity and bond securities, in addition to a multi-asset service which uses passive & active collectives within a rigorous asset allocation framework.


Our Investment management process is governed by a high-level asset allocation committee, chaired by the CIO, and additional sub committees covering specific strategies/asset classes and research. 


In addition to the main discretionary Investment Management service, Martello also monitors and reviews third party investment managers and funds for select clients who wish to blend multiple investment strategies within their overall asset portfolio. 


Our portfolio management system offers clients access to their valuations and consolidates their holdings if held at different custodians.


We believe strongly in meeting with our clients, their advisers and related fiduciaries, on a regular basis. We travel frequently to meet with clients in order to report on their investments.

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Philosophy

At Martello we take a pragmatic view to our equity selection

We aim to drive long term performance by analysing and understanding the current drivers of performance

Our investment style could be characterised as favouring a large cap bias and focusing on companies that are able to deliver growth at a reasonable price

We focus our attention on the developed markets of North America, Europe and the UK

Approach

We follow an active approach to investment management, combining both asset allocation and asset selection decisions to meet our client’s investment objectives

We start from the principle that it is the client’s money we are entrusted with, and that it may be difficult or impossible to replace this capital

Our active approach requires us to be forward looking in terms of asset allocation decisions, to back our convictions with regards to deploying capital, and to make changes to portfolios when we see the risk/return outlook change relative to our current thinking.

We believe that we can add value at both the asset allocation and investment level and we place a high emphasis on blending investment styles to reduce risk and provide downside protection.

It is essential from the outset to establish the correct balance between return and risk for each client and to provide them with the most appropriate investment strategy to achieve their aim

Our approach is not to pay management fees for funds that track, or underperform, an index. Where we choose to use active managers, it is on the basis that they have generated alpha or outperformance on a consistent basis or that their style or exposure compliments our investment views. If a case cannot be made for active funds, we prefer to take exposure through passive funds with a low tracking error and inexpensive cost structure.

Our style of investing means that whilst we suggest appropriate benchmarks for performance comparison, we don’t construct portfolios that always mirror them. Our active approach means that we can deviate from broad asset allocation benchmarks, particularly in the short-term, and invest into opportunities or diversifiers when we believe this makes sense.

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Equity

Philosophy

Equity

Selection Methodology

Fixed Income

Selection Methodology

MPS & Fund

​​​​​​​Selection Methodology

Our Processes

Our Solutions - Funds

Global​​​​​​​

Equity

The Martello Global Equity Fund aims to achieve long term capital appreciation through investment in listed equities on a global basis.

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Global​​​​​​​

Equity

The Global Equity Strategy aims to provide a high level of total return, driven by capital appreciation and continuous investment. This will involve exposure almost exclusively to growth assets, such as equities, listed on developed market exchanges. Stocks are selected through a proprietary and systematic research process and the portfolio is constructed on a bottom up basis using a high conviction approach.

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Our Solutions - Portfolio Strategies

Multi​​​​​​​

Asset

The primary investment objective for our Multi Asset Portfolio Strategy is to provide a selection of risk rated portfolios combination of capital growth and wealth protection, without full equity market volatility.  Investments will be balanced between a moderate weighting to growth assets, such as equities, and a lower weighting to stable investments

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Global​​​​​​​

Balanced

The primary investment objective for our Global Balanced Strategy is to provide a combination of capital growth and wealth protection, without full equity market vola