Martingale at a Glance
-
Founded in
1987
-
Based in
Boston
-
Invests
$4.2 Billion in equities
-
Systematic, risk-aware
-
U.S., global, and international
portfolios
-
Core, growth, value, defensive, dynamic, 130/30, low volatility, and alternative
-
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
$4.2 Billion in Assets Under Management
9/30/25
| Low Volatility | $3.2 Billion |
|---|---|
| large cap, small cap, all cap | |
| long/short |
| Active Return | $274 Million |
|---|---|
| large cap, mid cap, small cap | |
| core, growth, value, defensive, dynamic | |
| 130/30 | |
| Value Factor Strategy |
| Alternatives | $719 Million |
|---|---|
| Alpha Arbitrage | |
| Alpha Arbitrage Equitized |
