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Martin Investment Management, LLC is registered with the Securities Exchange Commission as an investment adviser. Martin Investment Management, LLC is an equity oriented investment adviser. It believes in value investing as the foundation in evaluating investments. The firm’s long-term equity strategy reflects the belief in the upward bias of the stock market and the long-term vitality of the global economy. We believe that our performance, disciplined investment process, the professional experience of the team, and the commitment to clients sets our firm apart from other investment advisers. What We Believe Martin Investment Management, LLC is committed to helping clients achieve their financial goals by utilizing a variety of disciplined investment techniques for security selection and portfolio construction. Our basic philosophy assumes that equity markets are not always efficient, and that an actively managed portfolio of well-researched investments will outperform the diversified indexes over time. Basic tenets of the firm are the belief in the power of compounding over a long investment time horizon and having the patience to ride out the negative years in the market cycle. Most often this requires common sense and discipline, rather than following popular trends and employing the current schemes.

Highcrest Management Group is a direct private investment firm that focuses on partnering with business owners and their management teams to build companies into industry leaders. With committed capital, we have a very operational approach by investing in lower-middle market companies looking to accelerate growth. We have observed that while companies can develop very quickly into small businesses, they require additional support and resources to eventually become multi $100 million businesses. Highcrest typically looks for $30-$100 million transactions with growing and profitable companies through management buyouts, recapitalizations and growth capital investments. We work closely with management teams to provide both strategic and operational solutions to help companies reach their full potential.

We employ a contrarian, fundamental, relative-value investment philosophy. We believe that attractive returns can be earned by constructing concentrated, diversified portfolios of well-managed, financially strong companies where the price is depressed because the company has experienced short-to intermediate-term difficulties. Earnings recovery: The philosophy is consistent with modern behavioral finance research, attempting to take advantage of investors’ overreaction to negative events. In this step, companies with depressed earnings and poor market sentiment are identified with a goal of finding investments that have the potential for a mean reversion in earnings. Multiple expansion: Often at this stage of a company’s cycle there are low expectations by Wall Street analysts and investors for future earnings, resulting in a low P/E multiple. Thorough bottom-up research attempts to identify the catalysts that will lead to a positive re-rating of the company. An investment thesis is developed that includes an upside target valuation of the company’s stock after the problem is resolved. Margin of safety: In many cases, a company with a structurally sound business can offer downside protection because past disappointments have already been priced into the stock. Independent, fundamental research is relied on to determine the nature of the problem, assess the likelihood of a solution, and gain confidence the company has the financial resources to survive the difficulty and return to quality fundamentals. When skillfully executed, this contrarian investment philosophy is designed to construct a portfolio of stocks with the potential for an asymmetric return. Only companies with the highest potential investment returns make it into the strategy. Therefore, the upside potential of the portfolio may be enhanced by earnings turn-arounds, and more powerfully, the potential expansion of the P/E ratio that a positive change in behavioral sentiment can generate.