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Adviser Profile

As of Date 05/16/2024
Adviser Type - Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company
Number of Employees 80 -5.88%
of those in investment advisory functions 18 20.00%
Registration SEC, Approved, 09/09/2004
AUM* 40,698,254,061 -21.76%
of that, discretionary 40,698,254,061 -21.76%
Private Fund GAV* 9,759,754,664 -2.52%
Avg Account Size 739,968,256 -1.85%
SMA’s Yes
Private Funds 9
Contact Info 44 xxxxxxx
Websites

Client Types

- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
65B 55B 46B 37B 28B 18B 9B
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count9 GAV$9,759,754,664

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker68389X105 Stock NameOracle Corp $ Position$305,474 % Position3.70% $ Change10.05% # Change-0.79%
Stck Ticker09857L108 Stock NameBooking Holdings Inc. $ Position$299,782 % Position3.63% $ Change38.16% # Change47.12%
Stck Ticker02079K305 Stock NameAlphabet Inc. - Class A $ Position$260,355 % Position3.15% $ Change24.23% # Change4.94%
Stck Ticker478160104 Stock NameJohnson and Johnson $ Position$251,563 % Position3.05% $ Change-0.12% # Change-0.36%
Stck Ticker02079K107 Stock NameAlphabet Inc. - Class C $ Position$241,429 % Position2.92% $ Change73.22% # Change42.98%
Stck Ticker882508104 Stock NameTexas Instruments Inc $ Position$239,842 % Position2.90% $ Change42.04% # Change39.60%
Stck Ticker30303M102 Stock NameFacebook Inc A $ Position$237,472 % Position2.88% $ Change46.96% # Change24.48%
Stck Ticker056752108 Stock NameBaidu Inc - Spon ADR $ Position$185,928 % Position2.25% $ Change-3.56% # Change2.89%
Stck Ticker084670702 Stock NameBerkshire Hathaway Inc $ Position$182,219 % Position2.21% $ Change120.95% # Change103.12%
Stck Ticker053332102 Stock NameAutozone Inc $ Position$181,035 % Position2.19% $ Change34.15% # Change26.25%

Brochure Summary

Overview

Marathon-London is the name used by Marathon Asset Management Limited (the “firm”) in North America; a privately-owned firm based in London, UK. It is still owned by its founders, with William Arah being the last remaining executive shareholder. The firm has provided discretionary investment management services to institutional clients worldwide since 1986. The firm has discretionary authority over clients' assets and implements investment decisions and strategies by placing orders for the purchase and sale of investments. These investments are primarily listed equity securities. The firm offers regional, international and global equities management. New clients are usually directed to invest in funds where the assets of several investors are commingled. The firm’s asset management services are available to institutional investors seeking an experienced
investment manager. The firm does not consider the clients’ broader investment objectives, risk tolerance or overall financial condition, tax or liquidity needs, although a client may place restrictions (e.g., ethical constraints) upon the types of securities or specific securities to be purchased, sold or held where their assets are being managed in a segregated account. Where applicable, these restrictions must be in writing and accompany the relevant investment advisory agreement. The firm does not participate in wrap fee programs. Nor does the firm charge or receive compensation in connection with the sale of securities, funds or other investment products. As of 31 March, 2024, the firm managed c$40bn of client assets on a fully discretionary basis. The firm does not currently manage any assets on a non-discretionary basis.