Martingale at a Glance
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Founded in
1987
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Based in
Boston
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Invests
$4.3 Billion in equities
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Systematic, risk-aware
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U.S., global, and international
portfolios
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Core, growth, value, defensive, dynamic, 130/30, low volatility, and alternative
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Independent,
privately held investment advisor
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Broad
employee ownership
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Low
personnel turnover
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Some of our senior managers have worked together for
more than 20 years
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Our clients have
direct and easy access to all of Martingale’s professionals
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We serve a variety of
institutional clients
$4.3 Billion in Assets Under Management
12/31/24
Low Volatility | $3.4 Billion |
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large cap, small cap, all cap | |
long/short |
Active Return | $248 Million |
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large cap, mid cap, small cap | |
core, growth, value, defensive, dynamic | |
130/30 | |
Value Factor Strategy |
Alternatives | $612 Million |
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Alpha Arbitrage | |
Alpha Arbitrage Equitized |
