Active Equity Strategies

Matarin currently offers five investment strategies, including (click to expand):


  • Benchmarked and sector neutral to the Russell 2000 index
  • Number of holdings range from 120 – 180 names
  • Turnover ~40 – 80% annually
  • Available Vehicles: Separately Managed Account; Collective Investment Trust

  • Benchmarked and sector neutral to the S&P 500 Index
  • Number of holdings range from 40 – 60 names
  • Turnover ~40 – 80% annually
  • Available Vehicles: Separately Managed Account; Collective Investment Trust (upon request)

  • Benchmarked and sector neutral to the Russell Micro Cap Index
  • Number of holdings range from 90 – 110 names
  • Turnover ~60 – 80% annually
  • Available Vehicles: Separately Managed Account

  • Benchmarked to the S&P 1500 with lower risk
  • Number of holdings range from 80-120 names
  • Turnover 40 – 60% annually
  • Available Vehicle: Separately Managed Account

(note: links on this page refer to an external site)