David Christopher Cull

Portfolio Manager at Marathon Asset Management LLP

David Christopher Cull

David Christopher Cull

Portfolio Manager at Marathon Asset Management LLP

Biography

Mr. David C. Cull, CFA, is a Portfolio Manager at Marathon Asset Management LLP. He joined Marathon in 2013 and manages Asia Pacific ex-Japan and emerging markets equities across Marathon’s Global, International, Pacific Basin and Emerging Markets strategies. Prior to this, he worked at M&G Investments and was a Global Equity & Emerging Markets Analyst.Mr. Cull received his Bachelor of Science degree from Queen’s University, Belfast in 2006 and a Master of Science in Finance from London Business School in 2014.

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Co-Founder, Chief Executive Officer & Portfolio Manager at Marathon Asset Management LLP

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Co-Founder, Chief Executive Officer & Portfolio Manager at Marathon Asset Management LLP

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General Counsel at Marathon Asset Management LLP

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Chief Compliance Officer at Marathon Asset Management LLP

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Managing Director, Real Estate Group at Marathon Asset Management LLP

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Portfolio Manager at Marathon Asset Management LLP

Relationship likelihood: Strong

Portfolio Manager at Marathon Asset Management LLP

Relationship likelihood: Strong

Portfolio Manager at Marathon Asset Management LLP

Relationship likelihood: Strong

Portfolio Manager at Marathon Asset Management LLP

Relationship likelihood: Strong

Portfolio Manager at Marathon Asset Management LLP

Relationship likelihood: Strong

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David Christopher Cull
Portfolio Manager at Marathon Asset Management LLP
Career History
Portfolio Manager
2013 - Current

Marathon is an active, generalist manager with a long-term, contrarian investment philosophy, centered on the notion of the capital cycle. They specialize in global, international and regional equity and construct portfolios with diversified, strong views designed to deliver long-term outperformance.The firm employs a bottom-up approach to select stock, evaluating sectors and companies, complemented by country. They utilize a capital cycle approach to identify and target out-of-favor sectors, looking for profitability where competition is low. They also carry out interviews to assess the quality of a business, management incentives and the reinvestment rationale. Country analysis evaluates monetary conditions in relation to the capital cycle.Marathon may occasionally engage in shareholder activism.

Research Analyst
Prior

M&G is an active, long-term, conviction-led manager which aims to identify companies with sustainable prospects for investment. They follow a bottom-up approach to select equities, seeking to identify companies with clear corporate strategies, strong finances, hard-to-replicate assets and talented management. They do not generally track indexes.For fixed-income, the firm selects stock using a combination of top-down and bottom-up approaches. Their European bond funds are managed by the retail fund management team which draws on the expertise and resources of the fixed-income team.M&G believes that asset prices are driven by long-term economic and company fundamentals, investor emotions and investment restrictions and aims to add value for bond funds using proprietary research to identify investment opportunities where asset prices have moved away from those implied by long-term fundamentals.Their real estate strategy is based on taking under- or overweight positions relative to the benchmark, aiming to outperform the benchmark with a controlled level of risk. Individual sector/regional performance forecasts are used to identify buying and selling themes for the fund, taking into account a fund's existing exposure relative to their benchmark.The firm generally sells stocks when the criteria for purchase no longer apply, when they lose their yield premium or when they have become overvalued.

Other Affiliations

David Christopher Cull is affiliated with Marathon Asset Management LLP, M&G Investment Management Ltd.

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