Martin Investment Management, LLC
Martin Investment Management, LLC is an independent, SEC-registered investment adviser headquartered in Evanston, Illinois. The firm was founded in 1989 and specializes in investment management for high net worth individuals, family offices, institutions, and charitable organizations. Martin Investment Management offers personalized portfolio management strategies and is known for its focus on client service and long-term capital appreciation. As of 2025, the firm employs approximately 6 professionals.
Investment Strategy
Martin Investment Management, LLC provides investment advisory services focused on long-term capital appreciation and risk management. The firm employs bottom-up, fundamental research to construct diversified equity portfolios, primarily investing in large-cap, high-quality companies with sustainable competitive advantages. Their approach emphasizes rigorous analysis of financial strength, management quality, and intrinsic value. The investment philosophy centers on preserving capital through disciplined security selection, allocation across sectors and industries, and ongoing risk oversight.
Top Holdings
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CHKP | CHECK POINT SOFTWARE TECH LT | 7.49% | $29.2M | 132,007 | $113.66 | $221.25 | -$7.3M |
S SONY | SONY GROUP CORP | 6.90% | $26.9M | 1,033,630 | $16.17 | $26.03 | -$1.2M |
N NVS | NOVARTIS AG | 6.80% | $26.5M | 219,258 | $83.40 | $121.01 | +$585.1K |
A ALC | ALCON AG | 5.83% | $22.7M | 257,466 | $65.53 | $88.28 | -$3.2M |
A AZN | ASTRAZENECA PLC | 5.77% | $22.5M | 322,034 | $76.69 | $69.88 | -$354.7K |