Michael Owen Godfrey

Portfolio Manager at Marathon Asset Management LLP

Michael Owen Godfrey

Michael Owen Godfrey

Portfolio Manager at Marathon Asset Management LLP

Biography

Presently, Michael Owen Godfrey occupies the position of Portfolio Manager at Marathon Asset Management LLP. In his past career he occupied the position of Fund Manager at M&G Investment Management Ltd. and Fund Manager at M&G Investment Management Ltd.

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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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Head of Trading at Marathon Asset Management LLP

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Portfolio Manager 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

Managing Director, Real Estate Group at Marathon Asset Management LLP

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Michael Owen Godfrey
Portfolio Manager at Marathon Asset Management LLP
Career History
Portfolio Manager
2012 - Current

Marathon-London's investment philosophy guides a focused team of individually accountable portfolio managers who apply the capital cycle approach to seek investment opportunities across the market. The firm's portfolios are very well diversified in terms of geography, sector and most importantly, individual stock risk - the last of these due to the larger than peer average number of individual holdings. The portfolio managers periodically review the major \"active\" portfolio positions such as the weighting of the portfolio relative to the weighting in the benchmark in terms of country, sector, size and other factors. Marathon-London's small, centralized and non-hierarchical structure facilitates open and frequent communication. Each portfolio manager makes his own independent investment decisions which are then combined into the strategy's overall portfolio. 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.

Fund Manager
Prior

MAGIM's specialist teams of analysts and fund managers research companies and their related securities, involving both face-to-face meetings with company management and the reviews of financial statements and other research material. Using the company meeting as the focal point, these investment professionals make a thorough assessment of both quality and valuation for each potential investment. The output of research activity is coordinated and communicated at morning meetings and regular investment group reviews, as well as being available electronically to all investment professionals. Equity fund managers are responsible for constructing portfolios that meet clients' objectives in terms of both risk and reward. It is also the fund managers' responsibility to understand the cash impact of any transaction undertaken. MAGIM follows a bottom-up approach to select equities, seeking to identify companies with clear corporate strategies, strong finances, hard-to-replicate assets and talented management.

Other Affiliations

Michael Owen Godfrey is affiliated with Marathon Asset Management LLP, M&G Investment Management Ltd.

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