Regional specialists
Charles Carter
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 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.
Investing with a long-term mindset means that it is important for Marathon to foster an environment that supports the development of the next generation of capital cycle investors.
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.
MSCI EAFE Index
To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon
MSCI All Country World (ACWI) ex US Index
To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon.
MSCI World ex US Index
To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon
MSCI All Country World Index (ACWI)
To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon
MSCI All Country World Index (ACWI)
To generate returns equal to the index plus 5% or more per annum, on average, over a rolling five-year time horizon
MSCI Emerging Markets Index
To generate returns equal to the index plus 5% or more per annum, on average, over a rolling five-year time horizon
MSCI Europe Index
To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon
MSCI Japan Index or TOPIX
To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon
MSCI UK All Cap Index
To generate returns equal to the index plus 2% or more per annum, on average, over a rolling five-year time horizon