Martello Asset Management

Martello Asset Management

Martello Asset Management is a Jersey-based discretionary asset manager that specialises in focused, global equity and multi-asset portfolios. We are regulated as both an Investment and Fund Services business by the Jersey Financial Services Commission and authorised as a Financial Services Provider in South Africa by the Financial Sector Conduct Authority.

Our experienced management team have more than 100 years of collective industry experience – decades in which the world and investment landscape have transformed and continue to evolve. We provide portfolio and fund management based on in-house, proprietary research, which has developed over the past twenty years, but remains disciplined and relevant for the current investment environment.

Our core aim is to deliver consistent, repeatable returns through a high-conviction approach to investing. We also aim to be pragmatic thinkers – believing that a different outcome requires a different starting point and for us that starting point is independent thought. We think differently when selecting and managing investments, guided by experience, observation and the application of a rules-based approach.

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MDDs

Minimum Disclosure Document Date: 31 August 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
BCI Martello Global Equity Feeder Fund (A) BCIMFA 130.21 14 October 2024 pdf

Reports

Awards

ARC's 3D Award