Martin Investment Group is a global investment management company specializing in equity, fixed income, alternative investments and real estate. With over $100 billion in assets under management, it serves institutional and individual investors worldwide. Its investment approach focuses on value and growth, aided by rigorous analytics. The firm is led by seasoned investment professionals Martin Whitman and John Rogers.
Provides investment solutions across major asset classes
Martin Investment Group has investment capabilities across equity, fixed income, alternative investment and real estate assets. Its equity investments span various styles, sectors and regions to provide customized solutions catering to each client’s objectives. On the fixed income side, the firm offers expertise across sovereign, corporate, securitized and municipal debt. Its alternative investment expertise covers private equity, hedge funds, managed futures and commodities. The firm also manages public real estate securities and private real estate funds.
Employs value and growth-driven investment philosophy
The investment approach of Martin Investment Group focuses on value and growth as the key criteria. Its value-driven strategies aim to identify undervalued assets with catalysts for appreciation, while its growth-focused strategies select companies with superior earnings and cash flow growth. Additionally, the firm leverages quantitative techniques and risk analytics to construct optimal portfolios targeting client-specific return and risk parameters.
Led by seasoned investment professionals
Martin Investment Group is led by Chairman and Co-CIO Martin Whitman, a veteran value investor with over 50 years of experience. He previously managed the Third Avenue Value Fund which comprised distressed securities and outperformed for decades. The firm’s CEO and Co-CIO, John Rogers, heads growth equity strategies and has managed portfolios exceeding benchmarks over long time horizons. Together, their complementary expertise provides the firm a unique mix of value and growth investment acumen.
Delivers long-term outperformance
Martin Investment Group has a strong track record of outperforming relative benchmarks over the long run across asset classes. Over the past decade, its equity and fixed income strategies have exceeded category averages. The firm’s alternative investment and real estate offerings have also generated healthy absolute returns during this period. This long term outperformance demonstrates its in-depth understanding of financial markets and effectiveness across diverse investment disciplines.
In summary, Martin Investment Group operates as a global investment management firm with expertise spanning major asset categories like equity, fixed income, alternatives and real estate.