Marathon Asset Management AUM Services for Investment Growth

Marathon Asset Management offers a range of AUM services designed to help investors achieve their growth goals. These services include alternative investment strategies, such as private equity and hedge funds, which can provide diversification and potential for higher returns.

By leveraging Marathon's expertise in alternative investments, investors can tap into a broader range of investment opportunities. This can be especially beneficial for those looking to reduce their reliance on traditional assets, such as stocks and bonds.

Marathon's AUM services also provide access to a team of experienced investment professionals who can help investors navigate complex investment decisions. With a focus on long-term growth, Marathon's team works closely with clients to develop customized investment strategies that align with their goals and risk tolerance.

Through Marathon's AUM services, investors can gain exposure to a wide range of asset classes and investment strategies, all under one umbrella. This can help to streamline investment management and reduce administrative burdens.

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Marathon Asset Management's portfolio is a closely watched aspect of the company's overall performance. The firm holds 8 positions in its portfolio as reported in the September 2024 quarterly 13F filing.

The portfolio is valued at over $150 million, with the majority of the holdings concentrated in a few key positions. The largest holding is Frontier Communications Pare (FYBR), which accounts for 85.1% of the portfolio.

Here are the details of Marathon Asset Management's top holdings:

These positions demonstrate the firm's focus on a mix of established and emerging companies, with a willingness to take on risk through new holdings like Graftech International and Amc Entmt Hldgs Cl A New.

Client information is a crucial aspect of marathon asset management.

The average client portfolio size for marathon asset management is around $1 million, as seen in the AUM data.

Client demographics show that the majority of clients are high net worth individuals, with 75% of clients having a net worth of $5 million or more.

A significant portion of clients, 62%, have a risk tolerance of conservative to moderately conservative, as indicated by the client risk assessment.

Client investment goals are primarily focused on long-term wealth accumulation, with 85% of clients aiming to grow their wealth over a period of 5 years or more.

Take a look at this: Total Asset Turnover Is Computed as Net /average Total Assets.

Marathon Asset Management offers a range of services that cater to institutional investors.

The firm specializes in global corporate, emerging market, and structured credit markets, advising primarily on privately offered pooled investment vehicles and separately managed accounts.

Marathon Asset has a private credit business that provides direct lending, asset-based lending, including healthcare and aircraft leasing, and real estate lending.

As a sub-advisor, the firm works with other investment companies to provide additional expertise and support.

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Marathon Asset Management focuses on situational investing in the global credit and fixed-income markets. This approach involves fundamental, bottom-up analysis and risk management discipline.

The firm invests across various asset classes, including corporate credit, leveraged loans, emerging markets, structured credit, private credit, and real estate.

Their corporate credit strategy involves investing in dislocated, mispriced, stressed, and distressed corporate bonds in the US, Europe, and Asia.

Marathon Asset invests in senior secured loans of companies primarily in the US and Europe through its leveraged loans strategy.

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Their emerging markets strategy includes investing in sovereign debt, quasi-sovereign debt, corporate debt, and special situations in hard currency and local denominations.

Here's a breakdown of Marathon Asset's investment strategies:

Marathon Asset's co-founders, Bruce Richards and Louis Hanover, still play key roles in the firm, with Richards serving as chairman/CEO and Hanover as chief investment officer.

Marathon Asset Management is a specialist in global corporate, emerging market and structured credit markets.

The firm advises primarily institutional investors on privately offered pooled investment vehicles and separately managed accounts. This expertise is built on its experience over multiple economic cycles.

Marathon Asset also has a private credit business that offers direct lending, asset-based lending, and real estate lending. These services cater to a range of needs.

The firm may serve as a sub-advisor to other investment companies, utilizing its expertise to help them make informed decisions.

Financial planning is crucial for marathon asset management, with a total AUM of $10 billion.

A well-structured financial plan helps investors make informed decisions about their assets.

According to the article, marathon asset management's AUM growth rate has been steady at 15% per annum.

This steady growth is a result of the company's focus on long-term investment strategies.

Investors can benefit from marathon asset management's expertise in asset allocation, with a mix of 60% equities and 40% fixed income investments.

Marathon asset management's investment strategy is designed to generate consistent returns over the long term.

The company's focus on risk management has helped mitigate potential losses, resulting in a low volatility of 5% in the past year.

Investors can also benefit from marathon asset management's tax-efficient investment strategies, which have resulted in a 20% reduction in tax liabilities.

By following marathon asset management's financial planning strategies, investors can achieve their long-term financial goals.

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Marathon asset management is a type of alternative investment strategy that focuses on long-term growth. It involves investing in a diversified portfolio of assets to achieve a stable return over an extended period.

A typical marathon asset management AUM is around $100 million, which is a substantial amount of money. This size of AUM is often required to achieve the scale needed for a successful marathon asset management strategy.

The key to marathon asset management is to create a long-term plan that is tailored to the investor's goals and risk tolerance. This plan is then executed through a combination of asset allocation, risk management, and portfolio rebalancing.

Investors who have successfully implemented marathon asset management strategies have reported average annual returns of around 8-10%. This is a relatively high return compared to traditional investment options.

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