Sign in

You're signed outSign in or to get full access.

MA

Machel Allen

President and Chief Investment Officer at Metis Global Partners, LLC

San Diego, CA , United States

About

Machel Allen is President and Chief Investment Officer at Metis Global Partners, where she leads the firm's business strategy and oversees the investment team responsible for research and the management of portfolio strategies. She specializes in global equity solutions, including international and U.S. equity portfolios, with a particular focus on quantitative approaches and constructing customized Guided Beta™ index strategies for institutional clients. Machel has addressed misconceptions about micro-cap equities and advocates their unique potential within broader asset allocations, and she is active in advancing sustainable investment practices through industry engagement.

Allen’s career spans more than 30 years in asset management, including a decade at Brandes Investment Partners as Senior Quantitative Research Analyst and Portfolio Strategies Manager, where she built the quantitative process now used at Metis Global Partners. She previously served as an equity analyst at Lord Abbett & Co. LLC, covering both international and U.S. portfolios, and held earlier roles in institutional investment consulting at LCG Associates and Watson Wyatt, developing her expertise in manager research and investment consulting.

She holds an MBA in Investments/Finance and a BBA in Finance from Georgia State University’s J. Mack Robinson College of Business. Machel Allen is recognized as a CFA charterholder, a Past President and Board Director of the CFA Society of San Diego, Advisory Board Member of The Brandes Institute, and a member of the Chicago Quantitative Alliance, reflecting her significant contributions to both investment research and diversity in asset management.

Career History

OrganizationRoleDate RangeDetails
Metis Global PartnersPresident and Chief Investment OfficerNov 2013 to Present
www.metisgp.com
Brandes Investment PartnersSr. Research AnalystJan 2003 to Nov 2013
Lord Abbett & Co. LLCEquity AnalystJan 1999 to Dec 2002
LCG AssociatesInstitutional Investment ConsultantJan 1995 to Dec 1997
Watson WyattResearch AnalystJan 1993 to Dec 1995

Education

Georgia State University - J. Mack Robinson College of Business

MBA, Investments/Finance

1997 1999

Skills & Expertise

Equities
Investment Management
Asset Allocation
Asset Managment
Equity Research
Leadership
Asset Management
Investment Strategies
Portfolio Management
Value Investing
Hedge Funds
Investments
Bloomberg
Equity Valuation
Fixed Income
Mutual Funds
Management
Data Analysis
Strategic Planning
Financial Analysis
Microsoft Office
Public Speaking
Customer Service
Research

Others at Metis Global Partners, LLC (2)

NameRoleLocation
Irina Gorokhov
Irina Gorokhov
Research AnalystSan Diego, CA , United States
S
Shonan Noronha
Research AnalystUnited States

Similar Fund Managers

NameRoleFundLocation
J
James Peterson
Partner and Deputy CIOGlobeflex Capital L PCoronado, CA , United States
Ken Mota
Ken Mota
Client Service and PartnerGlobeflex Capital L PSan Diego, CA , United States
A
Alec Harrell
AnalystRice Hall James & Associates, LLCLos Angeles, CA , United States
Anthony Yamarone
Anthony Yamarone
AnalystRice Hall James & Associates, LLCCA , United States
Alex Spotswood
Alex Spotswood
Senior Vice President, Acquisitions and Portfolio ManagementBailard, Inc.CA , United States
Andrea Gandolfo
Andrea Gandolfo
Senior Vice President, Investment CounselorBailard, Inc.San Mateo, CA , United States