What is a Martingale?
Our offerings cover a wide array of choice in the small cap arena, varied on market capitalization and style. Each one focuses on finding under-priced companies that are expected to have above-average future earnings growth. As a result, superior relative performance is most likely when investors pay close attention to underlying fundamental values rather than "exciting stories". Our investment process evaluates virtually all of the stocks in the Russell 2500 thus enabling Martingale to build unusually well diversified, small stock portfolios.
Martingale began managing small cap mandates in 1996. For small cap portfolios, we target an excess return of 2% - 3% per year over a full market cycle, with an expected tracking error of 3% - 4% versus the benchmark.
222 Berkeley Street
19th Floor
Boston, MA 02116
TEL: (617) 424-4700
FAX: (617) 424-4747
