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:
We offer five robust equity strategies as separately managed accounts to institutional investors looking for portfolios that apply Marietta’s timeless investment method.
- 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, to cater to evolving investor preferences, Marietta launched the Marietta International ESG Equity & Marietta US ESG strategies in 2021, and the Global ESG Equity Strategy in November 2022.
We understand that numbers speak louder than words when evaluating investment strategies. Click on the strategies above to see the most recent strategy FactSheet.
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.
