Martingale at a Glance

  • Founded in

    1987

  • Based in

    Boston

  • Invests

    $4.8 Billion in equities

  • Systematic, risk-aware

    equity specialists

  • U.S., global, and international

    portfolios

  • Core, growth, value, defensive, dynamic, 130/30, low volatility, and alternative

    Strategies

  • Independent,

    privately held investment advisor

  • Broad

    employee ownership

  • Low

    personnel turnover

  • Some of our senior managers have worked together for

    more than 20 years

  • Our clients have

    direct and easy access to all of Martingale’s professionals

  • We serve a variety of

    institutional clients

$4.8 Billion in Assets Under Management

6/30/24

 Low Volatility$4.0 Billion
 large cap, small cap, all cap
 long/short
Active Return$226 Million
 large cap, mid cap, small cap
core, growth, value, defensive, dynamic
130/30
Value Factor Strategy
  Alternatives$600 Million
 Alpha Arbitrage
 Alpha Arbitrage Equitized