Marathon-London, operating as Marathon Asset Management Limited, offers discretionary investment management to institutional investors. They manage regional, international, and global equities, typically directing new clients to invest in commingled funds. Marathon's investment approach is rooted in the “capital cycle,” focusing on industries with high returns sustained by barriers to entry and management's skill in allocating capital. They do not consider individual client's broader financial needs, but may accommodate written ethical constraints.
Assets Under Management$37B
Clients45
AdvisorsN/A
Avg. per Client$830M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.90% |
| $50.0M - $100.0M | 0.70% |
| $100M+ | 0.50% |
Fees are negotiable. The firm also offers a base management fee plus an incentive fee of 20% of the outperformance of the benchmark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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