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Metis Global Partners, LLC
Metis Global Partners, LLC is an independent, employee-owned investment management firm headquartered in San Diego, California. Founded in 2013, the firm is a certified Minority and Women-Owned Business Enterprise and specializes in global and international equity investment strategies, serving institutional clients such as pooled investment vehicles. As of 2025, Metis has approximately 10 employees, with a highly experienced investment team averaging over 22 years of industry experience.
Investment Strategy
Metis Global Partners employs an active, alpha-seeking investment strategy focused on global equities, spanning large to micro cap companies across developed, emerging, and frontier markets. The firm applies a disciplined value approach that combines traditional fundamental insights with quantitative data analysis to build diversified, high-conviction portfolios for institutional investors. Their strategies seek to deliver consistent outperformance by uncovering mispriced securities globally, leveraging the tenured team’s experience within a controlled risk framework.
Latest 13F Filing Activity
Metis Global Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 762 equity positions with a total 13F market value of $4B. The fund increased holdings in Invesco Exch Traded FD TR II, Nvidia Corporation, Microsoft Corp. among other positions. Metis Global Partners, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Ishares Inc. among others.
Top Holdings
Equity Positions (762)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.96% | $231.1M | 1,462,935 | $41.62 | $157.99 | +$55.6M |
M MSFT | MICROSOFT CORP | 5.47% | $211.9M | 425,967 | $314.18 | $497.41 | +$35.0M |
A AAPL | APPLE INC | 4.58% | $177.7M | 866,093 | $174.22 | $205.17 | -$35.4M |
S SGOL | ETFS GOLD TR | 4.37% | $169.5M | 5,373,804 | $22.23 | $31.54 | +$33.8M |
B BCI | ABRDN ETFS | 4.25% | $164.6M | 7,925,004 | $20.30 | $20.77 | +$31.5M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Research Analyst | San Diego, CA , United States | |
M Machel Allen | President and Chief Investment Officer | San Diego, CA , United States | |
S Shonan Noronha | Research Analyst | United States |
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