Equities

Marshall Investments manages a portfolio of direct investment into domestic and international equities in addition to a portfolio of fund managers across a range of different strategies. Marshall Investments looks for managers with a long track record of performance, alignment with investors through equity investment in the fund and good stock picking abilities. Marshall Investments adds value through our active approach to portfolio and risk management. The portfolio is run by a dedicated equities manager with input from the executive committee and MI Investment Committee.

The Marshall Investments Equities portfolio aims to deliver long term investment value with a focus on capital preservation. The portfolio aims to achieve a rolling average return of 10% per annum over a 5-year period. The portfolio is relatively concentrated, and we look to maintain close relationships with market participants to leverage returns and access to potential opportunities.