The Matarin Long-Term Indices identify stocks that are expected to offer long-term investors a high Patience Premium and hold these stocks for extended periods.

High Patience Premium stocks exhibit attributes such as fundamentally good businesses, shareholder-friendly leadership, inexpensive valuations, and positive ESG (environmental, social, and governance) momentum.

The Matarin Long-Term Indices utilize the investment philosophy & concepts from Matarin’s  active strategies and were developed in partnership with:

  • S&P Dow Jones Indices
  • Sustainalytics
  • World Economic Forum Young Global Leaders “Impact Lab”

The Matarin Long-Term Indices feature:

  • A large cap, developed markets investment universe
  • Multi-factor stock return forecasts of the Patience Premium
  • Specialized Environmental, Social and Governance (ESG) factors
  • Fossil-free and tobacco-free investment
  • Tight risk controls relative to traditional benchmarks
  • Index calculations in British Pound, Canadian Dollar, Euro, and U.S. Dollar

Matarin uses S&P Dow Jones as the calculation agent for the Matarin Global Long-Term Index and the Matarin International (ex -North America) Long-Term Index.

As the calculation agent, S&P Dow Jones Indices posts daily values for both indices on the S&P Dow Jones website, and under the tickers WAITGUSP and WAITIUSP, respectively.  To explore the factsheets, daily index values, performance, and historical values, click the links below:

See the video clips from S&P Dow Jones Indices and CNBC Halftime Report highlighting Matarin’s Index launch and investment philosophy. 

Read the press releases from S&P Dow Jones Indices and Matarin highlighting the Index launches

Additional news about the Matarin Long-Term Indices can be found here:

Executive Perspective: The Patience Premium by Thomson Reuters

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‘Patience Premium’ Indexes Pitched at Sustainable Investment Pack by Bloomberg

 A New Tool Will Help You Invest for the Long-Term by Family Capital

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Matarin Capital Mgmt. Launches ‘Patience Premium’ Indexes by Emerging Manager Monthly

DISCLOSURES – S&P DOW JONES INDICES

The goal of the Matarin Global Long-Term Indices is to identify stocks that exhibit a blend of factors that are expected to offer an attractive multi-year return.  Any changes to, or deviations from this methodology are made in the sole judgement and discretion of Matarin Capital Management, LLC (“Matarin Capital”).

The Index is the property of Matarin Capital which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain the Index.  The Index is not sponsored by S&P Dow Jones Indices or its affiliates or its third party licensors (collectively, “S&P Dow Jones Indices”).  S&P Dow Jones Indices will not be liable for any errors or omissions in calculating the Index.  “Calculated by S&P Dow Jones Indices” and the related stylized mark(s) are service marks of S&P Dow Jones Indices and have been licensed for use by MCM.  S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”), and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). 

The “S&P BMI Developed Markets LargeCap Index SM” is a property of S&PDJI and/ or their third party licensors and has been licensed by S&PDJI for use by Matarin Capital in connection with the Index.  S&PDJI shall have no liability for any errors or omissions in calculating the Matarin Capital Index.  S&PDJI does not endorse Matarin or its strategies.