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Globeflex Capital L P
GlobeFlex Capital, LP is an independent, majority women-owned, employee-owned investment adviser and boutique asset manager headquartered in San Diego, California. Founded in 1994 by Marina Marrelli and Bob Anslow, GlobeFlex specializes in managing institutional long-only global equity portfolios for a diverse range of institutional clients. The firm emphasizes fundamental research, systematic decision-making, and responsible investment integration, serving clients from San Diego, Boston, and India. It has approximately 70 professionals globally and is recognized for its excellence in investment management, research, and client service.
Investment Strategy
GlobeFlex Capital employs a bottom-up, systematic investment process for managing long-only equity portfolios globally, integrating both fundamental and quantitative methods to identify attractive companies in developed and emerging markets. Their philosophy centers on early identification of companies showing accelerating business fundamentals, quality management, and compelling value. Environmental, social, and governance (ESG) considerations are fully integrated into their analysis, using both third-party data and proprietary metrics to evaluate risks and sustainability. For portfolio construction and risk management, they use their proprietary Alpha Model, balancing financial and ESG factors to seek consistent, repeatable alpha. The firm is committed to responsible investment and aligns with frameworks such as TCFD and SASB in their evaluation process.
Latest 13F Filing Activity
Globeflex Capital L P filed their most recent 13F report on Jun 30, 2025 disclosing 412 equity positions with a total 13F market value of $1B. The fund increased holdings in Johnson Controls International PLC, Paypal Holdings Inc., Applied Matls Inc. among other positions. Globeflex Capital L P reduced exposure to Hewlett Packard Enterprise Co., Synnex Corp., Owens Corning New among others.
Top Holdings
Equity Positions (412)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GILD | GILEAD SCIENCES INC | 3.47% | $41.9M | 377,547 | $83.01 | $110.87 | -$445.5K |
E EXEL | EXELIXIS INC | 3.41% | $41.2M | 934,516 | $29.60 | $44.08 | +$7.0M |
J JCI | JOHNSON CONTROLS INTERNATIONAL PLC | 3.13% | $37.8M | 358,173 | $105.62 | $105.62 | +$37.8M |
P PYPL | PAYPAL HOLDINGS INC | 3.07% | $37.0M | 498,345 | $76.52 | $74.32 | +$17.8M |
G GOOG | ALPHABET INC | 3.00% | $36.2M | 204,278 | $188.86 | $177.39 | +$6.9M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
J James Peterson | Partner and Deputy CIO | Coronado, CA , United States | |
 | Client Service and Partner | San Diego, CA , United States | |
N Noah Bretz | Partner | San Diego, CA , United States | |
Q Qiao Wen | Partner, Portfolio Manager and Research | CA , United States | |
 | Portfolio Manager | United States | |
T Trishul Goswami | Partner | Portfolio Manager | San Diego, CA , United States | |
 | Partner and Chief Financial Officer | Philippines | |
 | Fundamental Research Analyst | Boston, MA , United States | |
S Sarim Alpin | Fundamental Research Analyst | Waltham, MA , United States | |
S Svetla Mincheva | Fundamental Research Analyst | Cambridge, MA , United States |
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