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Martin Currie LTD
Martin Currie Ltd is an active equity specialist investment management firm headquartered in Edinburgh, Scotland. The firm offers a range of growth and income-focused equity solutions, managing client needs through differentiated, high-conviction strategies. As of June 2021, Martin Currie managed approximately $22.5 billion in assets and is recognized for its industry-leading ESG (Environmental, Social, and Governance) integration. Founded in the 19th century, Martin Currie serves global institutional, intermediary, and retail clients with a focus on improving lives through investment. The firm is part of Franklin Templeton and employs a diverse team of equity specialists.
Investment Strategy
Martin Currie provides active, high-conviction equity investment strategies focused on delivering growth and income tailored to clients’ objectives and risk tolerances. Their approach emphasizes ESG integration at every stage of the investment process, rigorous fundamental research, and close corporate engagement. By embedding ESG analysis in portfolio construction and stewardship activities, the firm aims to identify sustainable business practices and mitigate long-term risks, ensuring investments contribute to improved stakeholder outcomes and resilient long-term returns.
Latest 13F Filing Activity
Martin Currie LTD filed their most recent 13F report on Jun 30, 2025 disclosing 50 equity positions with a total 13F market value of $3B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Taiwan Semiconductor MFG LTD among other positions. Martin Currie LTD reduced exposure to Alibaba Group HLDG LTD, Trip Com Group LTD, Lululemon Athletica Inc. among others.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9.55% | $249.0M | 1,099,359 | $71.04 | $226.49 | +$32.7M |
H HDB | HDFC BANK LTD | 8.35% | $217.7M | 2,838,942 | $60.38 | $76.67 | +$26.8M |
R RACE | FERRARI N V | 7.00% | $182.6M | 372,710 | $208.36 | $490.74 | +$15.9M |
M MSFT | MICROSOFT CORP | 6.35% | $165.6M | 332,849 | $244.10 | $497.41 | +$64.3M |
N NVDA | NVIDIA CORPORATION | 5.84% | $152.4M | 964,719 | $16.19 | $157.99 | +$37.2M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
N Naomi B. | Portfolio Manager | United States | |
P Paul Desoisa | Portfolio Manager, Global Emerging Markets | United States | |
S Susan Gim | Client Portfolio Manager | New York, NY , United States | |
T Tom Wills | Portfolio Manager and Analyst, Asia | United States | |
Y Yu Z. | Equity Research Analyst | United States |
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