Martorell Capital Partners, LLC

Martorell Capital Partners provides discretionary investment management to a limited number of clients, including individuals, families, trusts, foundations, pooled investment vehicles, pension plans and other institutional clients, and reports a noteworthy portion of assets held for non‑U.S. investors. Services focus on separately managed accounts with regular custodian reporting and a stated account minimum that may be waived in certain circumstances.

The firm’s investment process emphasizes fundamental research, concentrated positions and explicit price targets across equities, high‑yield and distressed debt, sovereign debt and related credit instruments. Martorell Capital Partners may employ leverage and margin, as well as short sales, options and other derivatives in separately managed accounts, and uses performance‑based fee arrangements governed by a high‑water‑mark, which affects its incentive and risk profile relative to asset‑only fee models.

Relative to its peer group, the firm is atypical for a single‑advisor independent firm in combining performance‑based compensation, management of pooled vehicles and institutional mandates, and a significant non‑U.S. client base. Its trading and custody arrangement with an electronic broker‑dealer that provides execution services and certain research/soft‑dollar benefits, together with trade aggregation practices, is another operational feature that differentiates its execution and research resources from many small independent advisers.