Martingale at a Glance

  • Founded in

    1987

  • Based in

    Boston

  • Invests

    $4.9 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

$4.9 Billion in Assets Under Management

9/30/23

 Low Volatility$4.3 Billion
 large cap, small cap
 long/short
Active Return$202 Million
 large cap, mid cap, small cap
 core, growth, value, defensive, dynamic
130/30
Value Factor Strategy
  Alternatives$464 Million
 Alpha Arbitrage
 Alpha Arbitrage Equitized