This article provides insight into how Marathon’s PMs adapted their approach in a virtual environment.

This article illustrates how the evolution of capital cycles influences the PMs’ assessment of their opportunity set.

“European Banks: A Golden Era?” provides a case study of Marathon-London’s capital cycle approach as well as a powerful illustration of why it requires discipline, patience, and a long-term mindset.

“Forecasting Problems” provides insight into why Marathon-London PMs believe their effort is better spent deeply understanding businesses and industry cycles.

Read our update including perspectives from Harbor and our strategic partners, around why outcomes of elections are less important in investing than we think.