Investing In Your Success
Timeless investing, tailored for institutions—Marietta aligns your values with disciplined, growth-focused strategies built to endure across generations.
At Marietta, our experienced team has been investing in the success of institutions for years. We help prioritize both their values and portfolio needs by adhering to a timeless investment philosophy designed to transition from one generation to the next.
Let's dive into the details of our comprehensive offerings:
Within the realm of equity strategies, we offer several robust options:
- International Equity
- Global Equity
- Global ESG Equity
- International ESG Equity
- US ESG Equity
Our Marietta International Equity & Marietta Global Equity strategies have been fully funded since 2006. Additionally, the Marietta International ESG Equity & Marietta US ESG Equity strategies were fully funded in 2021, reflecting our commitment to socially responsible investments. To cater to evolving investor preferences, we recently launched the Global ESG Equity strategy in November 2022.
We understand that numbers speak louder than words when evaluating investment strategies. That's why we're proud to share links to our Marietta Strategy FactSheets: International Equity, International ESG Equity.
At the core of all our strategies lies a concentration that prioritizes high-quality growth companies.
Driving these strategies forward is our investment process, which combines top-down and bottom-up analysis. This disciplined and repeatable methodology ensures that our investment team, a tight-knit group that has been together for over a decade, consistently makes well-informed decisions on your behalf.
