This website was prepared by Martin Investment Management, LLC (“Adviser”) for illustrative and informational purposes only. Any information or opinion expressed in this website does not constitute a recommendation, offer, or solicitation of an offer to buy or sell any security or financial instrument or to participate in any investment strategy. Any reference to past performance is not indicative of future results.
This website was prepared and intended for sophisticated investors who are capable of understanding the risks associated with the investments and strategies described herein. The views and opinions expressed throughout this website are those of the portfolio management team at the time of writing, are subject to change based on market, economic and other conditions, and should not be construed as recommendations or investment advice.
Certain financial instruments and transactions give rise to substantial risk and are not suitable for all investors. Depending on your specific investment objectives and financial position, the investments and strategies discussed throughout this website may or may not be suitable for you. It is up to you to weigh any decision carefully. This material does not provide individually tailored investment advice. You should independently evaluate any investments and strategies discussed on this website, and consult your business advisor, attorney, and tax and accounting advisors with respect to the price, suitability, value, risk, and/or general appropriateness of an investment or strategy. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Certain information and figures contained herein have been obtained from third party sources that are considered to be reliable, but Martin Investment Management, LLC makes no representations or guarantees as to the accuracy or completeness of this information or data.
Certain material risks generally associated with the Adviser’s strategies and managed accounts are described below. Investors should be aware that this is not an exhaustive list of risks related to investing with the Adviser, and some of these risks may only apply to certain strategies. Please refer to the agreement governing the investment management relationship between you and the Adviser, for more information regarding the risks related to your particular account.
Martin Investment Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser with the SEC does not imply any level of skill or training. Please visit the SEC’s website at https://adviserinfo.sec.gov/firm/summary/105381 to see the Adviser’s Form ADV and Form CRS, which contain important disclosures, including further disclosures about material conflicts of interest, risks, and limitations associated with the Adviser.
INVESTMENT RISKS
RISK OF LOSS
Investing in securities involves risk of loss, including possible loss of principal, that investors should be prepared to bear. There is no guarantee that any investment strategy will meet its objective.
MARKET RISK
Investing in securities involves risk that the overall market will perform poorly or that the returns from the securities in which a client invests will underperform returns from the general securities markets or other types of investments. The value of investments will go up and down, sometimes rapidly and drastically, particularly in response to global events, such as health crises, war, economic cycles, political disruption, and pandemics.
ASSET ALLOCATION RISK
An account’s investment performance depends, at least in part, on how its assets are allocated and reallocated among asset classes. Such allocation could focus on asset classes or investments that perform poorly or underperform other asset classes or available investments.
CONCENTRATION RISK
Concentrating investments potentially increases the risk of loss because the securities of many or all of the companies may decline in value due to developments adversely affecting the industries in which they operate.
FOCUSED INVESTMENT RISK
An account that invests a substantial portion of its assets in a particular market, industry, group of industries, country, region, group of countries, asset class or sector generally is subject to greater risk than an account that invests in a more diverse investment portfolio. In addition, the value of such an account is more susceptible to any single economic, market, political or regulatory occurrence affecting, for example, that particular market, industry, region or sector. This is because, for example, issuers in a particular market, industry, region or sector often react similarly to specific economic, market, regulatory, or political developments.
MANAGEMENT RISK
Each actively managed account is subject to management risk. Martin Investment Management, LLC ’s portfolio managers will apply investment techniques and risk analyses in making investment decisions for actively managed accounts, but there can be no guarantee that these decisions will produce the desired results.
Martin U.S. Investing Strategy:
The objective of the Strategy is long-term capital appreciation. The Strategy is designed for long-term investors who are willing to accept short-term market price fluctuations. All investments involve risk, including the possible loss of principal. Equity markets can be volatile, and stock prices rise and fall based on changes in an individual company’s financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. As this Strategy is invested in a relatively small number of equity securities, adverse impacts on any invested security may have a significant impact on the performance of the Strategy. Additional risks of investing in this Strategy include stock market risk, management risk, recent market events risk, non-diversification risk, company and sector risk, large cap company risk, and growth stock risk. There is a risk of loss inherent in any investment; past performance is no guarantee of future results.
Martin International Investing Strategy:
The objective of the Strategy is long-term capital appreciation. The Strategy is designed for long-term investors who are willing to accept short-term market price fluctuations. All investments involve risk, including the possible loss of principal. Equity markets can be volatile, and stock prices rise and fall based on changes in an individual company’s financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. Investments in foreign securities involve risks beyond those inherent in domestic investments. As this Strategy is invested in a relatively small number of equity securities, adverse impacts on any invested security may have a significant impact on the performance of the Strategy. Additional risks of investing in this Strategy include stock market risk, management risk, recent market events risk, non-diversification risk, company and sector risk, large cap company risk, growth stock risk, foreign exchange risk, and international risks. There is a risk of loss inherent in any investment; past performance is no guarantee of future results.
Martin Eco-Investing Strategy:
The objective of the Strategy is long-term capital appreciation. The Strategy is designed for long-term investors who are willing to accept short-term market price fluctuations. All investments involve risk, including the possible loss of principal. Equity markets can be volatile, and stock prices rise and fall based on changes in an individual company’s financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. Investments in foreign securities involve risks beyond those inherent in domestic investments. This Strategy also focuses on the environmental impact of the companies invested in, which may result in limiting the universe of securities in which the Strategy may invest. The use of these factors could result in selling or avoiding investments that subsequently perform well or purchasing investments that subsequently underperform. As a result, an account could underperform similar accounts that do not take into account environmental factors. As this Strategy is invested in a relatively small number of equity securities, adverse impacts on any invested security may have a significant impact on the performance of the Strategy. Additional risks of investing in this Strategy include stock market risk, management risk, recent market events risk, non-diversification risk, company and sector risk, large cap company risk, growth stock risk, foreign exchange risk, and international risks. There is a risk of loss inherent in any investment; past performance is no guarantee of future results.
Martin Global Investing Strategy:
The objective of the Strategy is long-term capital appreciation. The Strategy is designed for long-term investors who are willing to accept short-term market price fluctuations. All investments involve risk, including the possible loss of principal. Equity markets can be volatile, and stock prices rise and fall based on changes in an individual company’s financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. Investments in foreign securities involve risks beyond those inherent in domestic investments. As this Strategy is invested in a relatively small number of equity securities, adverse impacts on any invested security may have a significant impact on the performance of the Strategy. Additional risks of investing in this Strategy include stock market risk, management risk, recent market events risk, non-diversification risk, company and sector risk, large cap company risk, growth stock risk, foreign exchange risk, and international risks. There is a risk of loss inherent in any investment; past performance is no guarantee of future results.
Martin Women’s Advantage Strategy:
The objective of the Strategy is long-term capital appreciation. The Strategy is designed for long-term investors who are willing to accept short-term market price fluctuations. All investments involve risk, including the possible loss of principal. Equity markets can be volatile, and stock prices rise and fall based on changes in an individual company’s financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. This Strategy also focuses on the women led companies, which may result in limiting the universe of securities in which the Strategy may invest. The use of these factors could result in selling or avoiding investments that subsequently perform well or purchasing investments that subsequently underperform. As a result, an account could underperform similar accounts that do not take into account the Women in Leadership Metrics that are a core to this Strategy. As this Strategy is invested in a relatively small number of equity securities, adverse impacts on any invested security may have a significant impact on the performance of the Strategy. Additional risks of investing in this Strategy include stock market risk, management risk, recent market events risk, non-diversification risk, company and sector risk, large cap company risk, and growth stock risk. There is a risk of loss inherent in any investment; past performance is no guarantee of future results.