Martin Investment Management, LLC’s Martin Eco-Investing strategy combines the firm’s fundamental quality approach with investing in global developed market equities with focus on responsible stewardship. The strategy is fossil fuel free. It does not invest in oil, gas or coal companies, or extractive industries. Prior to October 1, 2022, the name of the Martin Eco-Investing Strategy was Global “Eco-Investing” Strategy, after October 1, 2022, the name of the strategy was changed to Martin Eco-Investing Strategy.

Martin Eco-Investing is actively managed with a concentrated portfolio of approximately 25-30 mid to large capitalization global equities. The stock selection process for this strategy is based on the discovery of companies with strong fundamentals, attractive valuations, and solid environmental practices that can be held over a long-term horizon. A company’s ability to exceed industry standards is part of the company review process.

In evaluating stocks from a perspective, Martin Investment Management, LLC the firm uses a proprietary database and technology to assess how a company ranks on multiple factors. The database technology also has the capability to match an individual’s values with his or her investment and financial goals, which Martin Investment Management, LLC can use to customize a portfolio of stocks.