Martingale at a Glance

• Founded in

  1987

• Based in

  Boston

• Invests

  $4.3 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

$4.3 Billion in Assets Under Management

12/31/24

Low Volatility	$3.4 Billion
large cap, small cap, all cap
long/short

Active Return	$248 Million
large cap, mid cap, small cap
core, growth, value, defensive, dynamic
130/30
Value Factor Strategy

Alternatives	$612 Million
Alpha Arbitrage
Alpha Arbitrage Equitized