Neil Mark Ostrer

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

Neil Mark Ostrer

Neil Mark Ostrer

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

Biography

Mr. Neil M. Ostrer is a Founder & Portfolio Manager at Marathon Asset Management LLP. He is on the Board of Directors at Marathon Global Fund Plc. He is also Co-Head of Marathon's International and Global equity strategies where responsibility includes regional allocation. In addition, he is a member of Marathon’s executive committee which is the executive decision making body of the firm. In 1986, he co-founded Marathon. Prior to Marathon, he worked at G.T. Management in London and in 1982 he began managing the G.T. European Unit Trust. In 1984, he was appointed Director of G.T. Management UK and served in that capacity until 1985 when he relocated to G.T. Capital Management Inc. in San Francisco.Mr. Ostrer received his Master of Arts degree from Cambridge University in 1981.

Overview
Career Highlights

Marathon Asset Management LLP

RelSci Relationships

45

Number of Boards

1

Relationships
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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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Partner & Senior Portfolio Manager at Marathon Asset Management LP

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Former Partner & Senior Portfolio Manager at Marathon Asset Management LP

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Professional at Orpar SA

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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

In The News
Financial Times
November 11, 2014
Tories release names of leader club members
Pensions and Investments
December 10, 2012
Marathon-London clients yank $5.8B over pending departures
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Neil Mark Ostrer
Co-Founder, Chief Executive Officer & Portfolio Manager at Marathon Asset Management LLP
Education
M.A. Education
Class of 1981

The University of Cambridge (informally known as Cambridge University or Cambridge) is a public research university located in Cambridge, United Kingdom. It is the second-oldest university in the English-speaking world (after the University of Oxford), and the seventh-oldest in the world.

Career History
Co-Founder, Chief Executive Officer & Portfolio Manager
2003 - 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.

European Fund Manager
Prior
Boards & Committees
Member, Management Committee
1986 - 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.

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