Strategies
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20 Years Average Co-Founder Experience
260+ Relationships Managed*
*as of December 31, 2023
100% Advisor Relationship Retention
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Strategies
Our asset management team brings you active strategies across asset classes, designed to help you compound wealth and systematically reduce exposure to large losses.
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All of our strategies share the same core long-term objective: to systematically provide more exposure to upside returns and less exposure to large losses.
— David Marra, Managing Director
Explore Markin Strategies
Repeatable, systematic investment capabilities across asset classes.
Multi-Asset
Markin multi-asset strategies prioritize total long-term net return and capital preservation and offer a dynamic blend of asset classes including equities, fixed income and select commodities. Our approach prioritizes repeatability, diversification that is responsive to evolving market cycle dynamics, effective downside risk management aimed at reducing exposure to large drawdown cycles, and tax efficiency when taxes are important.
Markin Opportunities – Multi-Asset Vol 14
Markin Aggressive – Multi-Asset Vol 12
Markin Moderate Aggressive – Multi-Asset Vol 10
Markin Moderate – Multi-Asset Vol 8
Equity Strategies
Markin equity strategies seek to identify favorable return opportunities and unwarranted risks by paying close attention to evolving market cycle dynamics. The strategies leverage the firm's expertise in quantitative macro and fundamental analysis to generate alpha and reduce exposure to large market drawdowns through highly diversified, dynamic portfolios with substantially less concentration than capitalization weighted indexes.
Equity Hedge Strategy
Markin equity hedge strategies are built around the empirical observation that equity return potential and risks evolve over market cycles and investors can generate equity-like returns over the long-term with less risk of loss by evolving portfolio exposures accordingly. Our equity hedge strategies provide liquid alpha and seek healthy long-term returns while mitigating downside risks. We use a dynamically responsive combination of long and short exposures to stocks, bonds, commodities, and currencies that are carefully risk managed and trade in a tax efficient manner.
Explore Equity Hedge Strategies
Retirement Strategies
Wall Street doesn’t get retirement. We do. The goal of retirement investing should be to provide long-term income to those who are no longer working, not accumulating wealth for those who still are. Our retirement strategies bring a uniquely rigorous and active approach to investing for long-term retirement outcomes.
Retirement portfolio decision-making should be goal oriented. The objective of each of our retirement strategies is to provide an outcome that is aligned with the long-term goal of a particular investor type while also remaining aligned with their risk tolerance. Because periods of large loss are a particular problem for loss-averse and interest rate sensitive investors such as those near retirement and in retirement, our strategies systematically seek to avoid large losses and maximize long-term total net yield and income.
Explore the Markin Retirement Center
Other Products
Markin strategies are available through a variety of investment vehicles such as separately managed accounts, limited partnerships, sub-advised portfolios, and collective investment trusts. We also offer tax-efficient implementations of some of our strategies.
Who we serve
Investment professionals including RIAs, family offices and foundations.
What sets Markin apart?
We help our clients solve their investment challenges with our systematic investment capability and focused approach.
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Our systematic multi-asset, equity, retirement, and alternatives strategies are grounded in strong empirical and economic foundations. Fundamental economic logic, quantitative algorithms and large data sets inform decision making across the entire investment process: portfolio construction, position sizing, and risk management.
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Our investors are interested in long-term return and income outcomes. We employ a variety of proprietary investment and trading technologies seeking to maximize investor outcomes. Many of our strategies have either a capital appreciation, retirement yield/income, or tax efficiency objective.
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We incorporate sophisticated, quantitative risk-management throughout the portfolio construction and investment process and seek to limit exposure to large drawdowns while profiting from shifting sources of return across market cycles. The goal is a risk profile that is consistent with investor expectations at all times and, over the long-term, better capital appreciation by avoiding large loss.
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Our investors are strongly averse to style-drift and strategies that have unknown or unstable return distributions. We are deliberate in applying a repeatable, systematized approach to every aspect of what we do. All of our strategies seek known, stable return distributions that are free of style-drift.
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Concentrated strategies have less liquidity, higher volatility, and longer tails. Our investors prefer a smoother path to long-term outcomes, with fewer unknowns. Our strategies seek better outcomes from diversification rather than from concentration.
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We support advisors in attracting and retaining clients, scaling their business processes, and improving their investment advisory capabilities. Our bespoke services include operational and investment management services that help advisors grow and scale.
Want to know more?
Let’s talk about how Markin can support you in solving your investment challenges.