Martin Investment Management, LLC Awarded Top Guns Designations by Informa Financial Intelligence

March 1, 2021 12:00 PM EST

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NORTH PALM BEACH, Fla.--(BUSINESS WIRE)-- Martin Investment Management, LLC has been awarded four PSN Top Guns distinctions by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

Martin Investment Management, LLC was honored with Top Gun Manager of the Decade for its Tortue Capital™ strategy in the EAFE Universe and the International Equity Universe, Top Gun Manager of the Decade for its global Eco-Investing strategy in the Global Equity Universe, and 5 Star Top Gun ratings for its global Eco-Investing strategy in the Global Equity Universe.

Patrick Martin, Managing Director, remarked: “Our firm is very privileged receiving the recognition for being in the Top Ten for the performance in two of our strategies, international Tortue Capital™ strategy and global Eco-Investing strategy. We believe that our investment philosophy’s focus on quality, fundamental strength, and disciplined valuation, has contributed to our firm being acknowledged with these recognitions.”

Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.

Martin Investment Management, LLC’s Tortue Capital™ strategy was named Top Gun Manager of the Decade rating, meaning our Tortue Capital™ strategy had one of the top ten rankings for the ten-year period in both the EAFE Universe and the International Equity Universe.

Martin Investment Management, LLC’s global Eco-Investing strategy was named Top Gun Manager of the Decade rating, meaning our global Eco-Investing strategy had one of the top ten rankings for the ten-year period in the Global Equity Universe.

A Top Gun Manager of the Decade had an r-squared of 0.80 or greater relative to the style benchmark for the latest ten-year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest ten-year period become the PSN Top Guns Manager of the Decade.

Martin Investment Management, LLC’s global Eco-Investing strategy was named Top Gun 5-Star rating, meaning our global Eco-Investing strategy had one of the top ten rankings for the three-year and five-year periods for these categories in the Global Equity Universe.

The 5-Star Rating Category had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the 5 Star Top Guns.

Tortue Capital™ invests in non-U.S. companies in the developed world through a focused portfolio of approximately 25-30 mid to large capitalization equities. The strategy invests in stocks that are considered to be high quality with above average growth rates and is based on fundamental valuation methods.

Global Eco Investing invests in U.S. and non-U.S. companies in the developed world through a focused portfolio of approximately 25-30 mid to large capitalization equities that aim to positively impact the environment through good stewardship and sustainable practices. The strategy is fossil fuel free. The strategy invests in stocks that are considered to be high quality with above average growth rates and is based on fundamental valuation methods.

“Congratulations to Martin Investment Management, LLC for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com

About Martin Investment Management, LLC

Martin Investment Management, LLC (“MIM”) is an equity oriented, majority female-owned Registered Investment Adviser located in Evanston, Illinois and North Palm Beach, Florida. The firm focuses on four primary “Best Ideas” investment strategies. The Growth with a Value Discipline strategy invests primarily in U.S. large cap equities. The global Eco-Investing strategy focuses on companies that have goals of engaging in best environmental practices and good stewardship. The Tortue Capital™ strategy invests in a range of non-U.S. large cap companies in the developed world that have global exposure through their products or services. Martin Signature Investing is a global strategy that recognizes companies with women in leadership roles.

About Informa Financial Intelligence’s Zephyr

Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.

Note: © 2021 These rankings and past performance are not indicative of future performance. The recognitions listed above may not be representative of any one client’s experience because these recognitions may reflect an average or sample of the firm’s accounts or composites of accounts. None of the publications listed above are affiliated with MIM.

Sandra S. Martin
Martin Investment Management, LLC
info@martin-investments.com
847-424-9124

Source: Martin Investment Management, LLC



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