About Martin Investments:
Majority women-owned investment firm, founded thirty-three years ago to provide equity investment advice.

Martin Investments believes that the combination of quality, growth, and a valuation discipline in focused portfolios improves the probability of outperforming the market indexes over time.

Since inception in March 1989, the firm’s disciplined investment philosophy  emphasizes selecting securities with quality earnings, strong fundamentals, proprietary market positions and reasonable valuations. The firm emphasizes the importance of discipline in investing over different market cycles and patience in compounding wealth over time. Therefore, fads and quick solutions are not part of the firm’s character. The firm believes holding a focused portfolio maximizes the probability of outperforming the market over time.

This philosophy assumes that equity markets are not always efficient, and that a focused, actively managed portfolio of well researched investments should outperform the market indexes over time. The investment philosophy is based on risk management and the selection of high quality stocks. The focus on high quality, attractively valued, growing stocks should help to preserve capital in down markets relative to index strategies and to keep up relatively well to index strategies in up markets.

ESG Equity Investing

Liquid sustainable ESG active equity investment strategies--Global, International and U.S. focused on social values and environmental factors. Proprietary ESG research focused on factors.

Gender Lens Investing

The Women’s Advantage Global Equity invests in companies that promotes the leadership of women on all corporate levels and uses proprietary database to determine a company’s ranking on women in leadership factors.

 

Climate Investing

The Sustainable Environment Global Equity strategy focuses on companies that aims to positively impact the environment through good stewardship and sustainable practices that contribute to the reduction in carbon intensity in their business models. The strategy is fossil fuel free.

Impact

We intend to generate attractive financial returns and measurable impact
Climate Action

Investing in the climate adaptation and transition to a low-carbon future.

Inclusive Prosperity

We focus on sustainable business models solving societal needs,
and fostering inclusive economic growth.

Governance & Transparency

We combine impact measurement rigor and active engagement, driving
accountability and deepening the integration of sustainability factors.

Independent ESG Perspective

We measure our impact using proprietary research database and technology to assess how companies rank on ESG factors and align to clients’ values.

Sustainable Environment Global Equity

Eco-Investing outlook combines the firm’s fundamental quality approach with investing in global businesses that aim to positively impact the environment through good stewardship and sustainable practices. The strategy is fossil fuel free. It does not invest in oil, gas or coal companies, or extractive industries.
Sustainable Environment strategy is actively managed with a concentrated portfolio of approximately 25-30 mid to large capitalization global equities.  The research ranks companies on multiple environmental, social and governance factors using its proprietary research and Eco-investing approach.

Women’s Advantage Global Equity

Promotes the leadership of women on all corporate levels and encouraging and supporting women to be entrepreneurs, investors, and decision makers.
Martin’ Signature Investment approach ranks company’s on women in leadership factors.  The proprietary research evaluates companies on gender and inclusive issues and builds a portfolio of highly ranked securities.
The strategy   holds 25-30 high quality U.S. and non-U.S. mid to large capitalization companies that are sound investments and generate positive cash flow, maintaining low leverage, and providing strong returns on invested capital, and that also promote the leadership of women.

 

Management Team

Patrick A. Martin

CFA, Managing Director

Patrick Martin is the Founder of Martin Investment Management, LLC and he co-manages the firm. Since inception, he has been involved in day-to-day investing activities including idea generation, position sizing, and risk management across domestic and international equity markets. He is responsible for investment management and risk-allocation for the firm’s strategies. Previously, Patrick worked in investment management at Northern Trust Company.

Sandra Staskon Martin

Managing Director

Sandra S. Martin is a managing director at Martin Investment Management, LLC and has been associated with the firm since 1991. Sandra focuses on portfolio management, investment research, marketing, administration, communications, and strategic vision. Previously, she served as a marketing strategic manager at Illinois Bell Telephone and an instructor at New Trier High School, Latin School of Chicago, and University of Illinois.

Mary Ellen M. Zellerbach

Managing Director

Mary Ellen M. Zellerbach joined Martin Investment Management, LLC in 2003. In addition to portfolio management and investment research, Mary Ellen manages marketing and client services at the firm. With over thirty-five years in the investment management industry, Mary Ellen’s previous experience includes being a founding principal of Mellon Capital Management, director of client services at Tukman Capital Management, and a member of the pioneering index group at Wells Fargo Investment Advisors.

Philip Martin

Principal and Portfolio Manager

Philip Martin joined Martin Investment Management, LLC in 2013. Besides managing portfolios and researching equity investments, Philip has revamped the firm’s trade execution process and systematized the portfolio management process. In 2015, Philip founded Censible, an affiliated financial technology software company focused on ESG and alternative financial data. From 2008 to 2013, Philip served as a quantitative analyst and trader at WH Trading, a quantitative trading firm in Chicago and London.

Cory J. Berceau

CFA, Portfolio Manager and Senior Analyst

Cory J. Berceau joined Martin Investment Management, LLC in 2014. Cory is responsible for managing the portfolios and conducting fundamental equity analysis. Cory also implements investment decisions, reviews client accounts and maintains the GIPS compliance standards.

Caroline L. Sarles

CFP®, Senior Marketing and Client Service Manager

Caroline L. Sarles joined Martin Investment Management, LLC in 2015. Caroline oversees the design and implementation of marketing campaigns, updates the firm’s marketing materials, and completes questionnaires and request for proposals. She also participates in proxy voting, monitors corporate actions, and maintains the firm’s performance database information. Caroline is a CERTIFIED FINANCIAL PLANNER™ professional and helps clients achieve their wealth management goals.

Patrick W. Martin

Executive Business Manager

Patrick W. Martin joined Martin Investment Management, LLC in December 2009. Patrick oversees business operations and administration, collaborates with Managing Directors and implements new initiatives. Prior to joining Martin Investment Management, LLC, Patrick worked an internship at NBC Universal Media, LLC for the George Michael Show in Washington D.C.

Katarzyna Konieczny

Senior Client Service and Operations Manager

Katarzyna (Kate) Konieczny joined Martin Investment Management, LLC in 2008. Kate is responsible for client and consultant reporting, account reconciliation and administration. She also manages account reviews, communicates with clients, and handles operations.

J. Jeffrey Hopson Jr.

Senior Trader and Research Analyst

J. Jeffrey Hopson Jr. joined Martin Investment Management, LLC in 2017. Jeff serves as the Senior Trader and conducts equity research. He also assists with client reporting and reconciliation. Prior to joining Martin Investment Management, LLC, Jeff completed an internship at Confluence Investment Management in St. Louis, MO.

Michal Gorkowski

Trading and Research Associate

Michal Gorkowski joined Martin Investment Management, LLC in 2020. Michal works alongside senior traders in processing trades across model portfolios and separately managed accounts. Michal also assists with equity research and account reconciliation. Prior to joining Martin Investment Management, LLC, he worked at Citibank and TCF Bank.

Scott Cederberg

Research and Reporting Associate

Scott Cederberg joined Martin Investment Management, LLC in 2021. Scott assists with equity research, public and private account reporting, account reconciliation, and operations. Prior to joining Martin Investment Management, LLC, he worked at Meridian Compensation Partners.

Sarah E. M. Winter

Director of Strategic Development

Sarah E. M. Winter joined Martin Investment Management, LLC full time in 2021. Sarah collaborates with Managing Directors to develop and implement marketing and business initiatives and manages existing client needs. Sarah previously managed accounts for ultra-high net-worth clients at Bank of New York Mellon and Bessemer Trust.

Recognitions

PSN "Top Guns" Recognitions

  • Long Term Growth Composite received a 2 Stars Top Guns’ designation in the Large Cap Universe category for the one year period ending December 31, 2019. This places the Long Term Growth Composite in the top ten performers in its category, ranking 10th out of a total of 452 firms and 986 products/strategies.“Top Guns Manager of the Decade” for the Long Term Growth Composite in the Large Growth Universe category, which consisted of 227 firms and 319 products, for 5 consecutive periods (10 years ending December 31, 2015, December 31, 2014, December 31, 2013, December 31, 2012, and December 31, 2011).
  • Top Guns Manager of the Decade for the Tortue Capital™ Composite in the EAFE Universe category, which consisted of 158 firms and 268 products, for the 10 years ending December 31, 2020.
  • Top Guns Manager of the Decade for the Tortue Capital™ Composite in the International Equity Universe category, which consisted of 300 firms and 997 products, for the 10 years ending December 31, 2020.
  • Top Guns Manager of the Decade for the Tortue Capital™ Composite in the EAFE Universe category, which consisted of 156 firms and 267 products, for the 10 years ending December 31, 2019.
  • Top Guns Manager of the Decade for the Tortue Capital™ Composite in the International Equity Universe category, which consisted of 304 firms and 985 products, for the 10 years ending December 31, 2018.
  • Top Guns Manager of the Decade for the Tortue Capital™ Composite in the EAFE Universe category, which consisted of 166 firms and 283 products, for the 10 years ending December 31, 2018.
  • Top Guns Manager of the Decade for the Tortue Capital™ Composite in the International Equity Universe category, which consisted of 310 firms and 981 products, for the 10 years ending December 31, 2017.
  • Top Guns Manager of the Decade for the Tortue Capital™ Composite in the EAFE Universe category, which consisted of 167 firms and 283 products, for the 10 years ending December 31, 2017.
  • Tortue Capital™ received 5 Stars designations in the EAFE Universe for the period ending December 31, 2014 and Bull/Bear designations in the EAFE Universe for two consecutive years, for the periods ending December 31, 2013 and December 31, 2012. This places Tortue Capital™ in the top ten performers in its category, ranking 8th out of a total of 165 firms and 272 products/strategies.
  • Top Guns Manager of the Decade for the global Eco-Investing (ESG) Composite in the Global Equity Universe category, which consisted of 306 firms and 632 products, for the 10 years ending December 31, 2020.
  • Global Eco-Investing (ESG) received a 5 Stars Top Gun designation in the Global Equity Universe for the one year period ending December 31, 2020. This places Eco-Investing (ESG) in the top ten performers in its category, ranking 10th out of a total of 306 firms and 632 products/strategies.
  • Top Guns Manager of the Decade for the global Eco-Investing (ESG) Composite in the Global Equity Universe category, which consisted of 321 firms and 638 products, for the 10 years ending December 31, 2019.
  • Global Eco-Investing (ESG) received a 6 Stars Top Gun designation in the Global Equity Universe for the one year period ending December 31, 2019. This places Eco-Investing (ESG) in the top ten performers in its category, ranking 9th out of a total of 321 firms and 640 products/strategies.
  • Global Eco-Investing (ESG) received a Bull & Bear Master designation in the Global Equity Universe for the three year period ending December 31, 2015 and a 5 Stars designation in the PSN Global Equity Universe for the period ending December 31, 2014. This places Eco-Investing (ESG) in the top ten performers in its category, ranking 6th out of a total of 327 firms and 616 products/strategies.

Lipper MarketPlace™ "Best Money Managers" Recognitions

Lipper, a Thomson Reuters company, is a global leader in supplying mutual fund and separately managed account information, analytical tools, and commentary. According to Lipper, it’s benchmarking and classifications are widely recognized as the industry standard by asset managers, fund companies, and financial intermediaries.

  • Top 20 Money Manager for US Large-Cap Growth & Value Equity in 2015, 2014, 2013, and 2012, and International Equity in 2015.
  • Top 40 Money Manager for US Large-Cap Growth & Value Equity in 2015, 2014, 2013, and 2012; for International Equity in 2015, 2015, 2014, 2013, and 2012 and for US Large-Cap Equity in 2015 and 2014.