Matarin is a boutique investment management firm which offers U.S., Global and International long only core equity strategies to institutional investors. The firm’s U.S. strategies are small cap, large cap, micro cap and low volatility. Matarin’s Global and International Patience Premium active equity strategies utilize a process similar to the multi-factor approach used in our purely U.S. strategies,
Matarin was founded in June 2010 by Stuart Kaye, Nili Gilbert and Valerie Malter. Valerie is the firm’s Managing Principal and seeded the firm's first strategy with an investment from her IRA. Stuart and Nili are Principals/Portfolio Managers (PM). Principal/PM Ralph Coutant worked with Stuart and Nili at Invesco for a number of years prior to joining Matarin in 2011 so Matarin’s investment team has worked together for over 20 years. Marta Cotton, Principal and Director of Client Development also joined Matarin in 2011.
Matarin hired Cheryl Fustinoni as Head of Operations in 2016; Eli Rietti joined Matarin as Trader and junior member of the investment team in 2018; and Melanie Mendoza joined the firm as Chief Compliance Officer in 2018.
The firm has been independent, and 100% employee owned since its founding and is a WBENC certified women-owned firm.
Having grown from a small seed investment to about $1.1 Billion (December 2019) in AUM, we believe Matarin is one of the largest women-owned asset management firms in North America.