Building wealth through decisive global investing
We are a Jersey-based discretionary asset manager that specialises in focused global equity and multi-asset portfolios.
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A positive start to 2024 – Q1 commentary
Our core aim is to deliver consistent, repeatable returns through a high conviction approach to investing.
Martello Asset Management provides portfolio and fund management based on in-house, proprietary research, which has developed over the past twenty years and continues to be disciplined and relevant for the current investment environment.
We aim to be pragmatic thinkers – believing that a different outcome requires a different starting point and for us that starting point is independent thought. We think differently when selecting and managing investments, guided by experience, observation and the application of a rules-based approach.
Martello Global Equity Fund
Global Equity Fund
The Martello Global Equity Fund invests in high quality companies and aims to provide a high level of total return, using our high conviction, rules-based selection process.
South African investors can also access the Fund domestically through a rand feeder fund, the BCI Martello Global Equity Feeder Fund.
Discretionary Portfolio Management
Segregated Portfolios
Global Equity* and Global Balanced* strategies denominated in both US dollars and Sterling are constructed using the same methodology as applied in our Equity Fund. They include individual equities or a blend of individual equities with fixed income ETFs and funds.
Market Insights
Communicating our market views is an important part of our investment process. We keep you up to date with movements in the market and how that is affecting our decisions.
A positive start to 2024 – Q1 commentary