Client-Centric Approach

Client-Centric Approach

Marathon offers a range of region-specific as well as broader international and global equity mandates across a spectrum of risk/return profiles to meet the needs of different institutional client types. Portfolio managers are empowered to make their own investment decisions, within client or vehicle guidelines, and are therefore fully accountable for the performance of our client portfolios. The portfolio construction approach varies from a multi-counsellor construct, where the model portfolios of several portfolio managers are combined to create a lower risk/return client portfolio structured to limit the likely depth of any relative drawdown, to co-managed and single manager structures for our higher risk/return strategies. Whether targeting a higher or lower risk/return, the management of all strategies is anchored on Marathon’s shared capital cycle ethos.


Capabilities

Capabilities

Marathon is a specialist long-only equity manager, offering institutional investors access to a range of Non-US International, Global and Regional strategies. All portfolio managers use our distinctive Capital Cycle Philosophy and the process focuses on bottom-up, fundamental company research. No macroeconomic research is undertaken and no top-down processes are used.


EAFE Equity

Offered Since:

Benchmark:

MSCI EAFE Index with net dividends re-invested

Objective:

To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers:

ACWI ex US Equity

Offered Since:

Benchmark:

MSCI All Country World (ACWI) ex US Index with net dividends re-invested

Objective:

To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon.

Portfolio Managers:

World ex US Equity

Offered Since:

Benchmark:

MSCI World ex US Index with net dividends re-invested

Objective:

To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers:

Global Equity

Offered Since:

Benchmark:

MSCI All Country World Index (ACWI) with net dividends re-invested

Objective:

To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers:

World Equity

Offered Since:

Benchmark:

MSCI World Index with net dividends re-invested

Objective:

To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers:

Global Opportunities

Offered Since:

Benchmark:

MSCI All Country World Index (ACWI) with net dividends re-invested

Objective:

To generate returns equal to the index plus 5% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers:

Emerging Markets Equity

Offered Since:

Benchmark:

MSCI Emerging Markets Index with net dividends re-invested

Objective:

To generate returns equal to the index plus 5% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers:

Europe Equity

Offered Since:

Benchmark:

MSCI Europe Index with net dividends re-invested

Objective:

To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers:

Japan Equity

Offered Since:

Benchmark:

MSCI Japan Index with net dividends re-invested or TOPIX

Objective:

To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers:

UK Equity

Offered Since:

Benchmark:

MSCI UK All Cap Index with gross dividends re-invested

Objective:

To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon

Portfolio Managers: