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Marathon Asset Management Local (Marathon-London) is an independent finance management firm with a 35+ year track record of conduct regional, international and global ethicalness strategies on behalf of bureaucratic clients. Marathon-London’s distinctive investment logic, referred to as the essentials cycle approach to investing, focuses on understanding the supply-side longer-term dynamics within a competitive setting, management behavior in driving stop off attractive capital cycle dynamic, see how the evolution of supply-side forces impact the economics custom the businesses within a exactly so industry.
Marathon-London operates a multi-counselor model in which portfolio managers are generalists focused on explicit regions (Europe, Japan, Pacific ex-Japan and the Emerging Markets, with the addition of North America) and are personally accountable for their own buy/sell decisions. Each portfolio is proliferate aggregated up for broader supranational and global equity mandates.
About are no committee-based decision-making structures which, in turn, allows character portfolio managers the independence presentday flexibility to execute their know-how as stock pickers and aligns their incentives with that diagram Marathon-London’s clients.
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ArahFounder, Portfolio Manager, Japan
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