Marto Capital

What Marto Capital does

Marto Capital is a New York-based hedge fund firm founded in 2015 by Katina Stefanova, who serves as CEO and CIO. The firm operates an absolute return strategy that trades across liquid global markets including FX, rates, equities, and commodities, built on fundamental systematic signals and thematically optimized portfolio construction. The stated platform combines discretionary market insight with proprietary technology in a "systematic investment brain" framework, organized into four components: an Absolute Return Strategy, Thematic Portfolio Optimization, Customizable Client Solutions, and an Investment Ecosystem that applies software engineering practices to research, portfolio construction, and trade execution.

The core team of five executives reports 150+ years of combined investment experience and 80+ years of technology experience, with prior tenures at Bridgewater Associates, Morgan Stanley, Citigroup, Salomon Brothers, Merrill Lynch, Ernst & Young, and BearingPoint. The firm is supplemented by a six-member advisory board that includes former Magnetar Capital CEO Alec Litowitz, ex-GE Asset Management President John Myers, and former Bridgewater Management Committee member Joseph Parsons. The technology stack is described in terms of bottom-up dynamic models that capture economic linkages, technology disruption, social disruption, and structural market flows, but no specific algorithms, datasets, patents, or third-party benchmarks are publicly disclosed.

Marto Capital generates revenue through management fees and performance fees on AUM, consistent with standard hedge fund economics (typical 2% management / 20% performance structure, though exact terms are not publicly disclosed). The go-to-market is direct institutional sales targeting institutional investors, family offices, and high-net-worth individuals globally. The firm relies heavily on thought leadership distribution through CEO Katina Stefanova's Forbes contributor platform and industry conference engagements, with no third-party distribution intermediaries or retail channels. A separate private equity vertical was added with the hire of Managing Director Sean Jahanian. The firm maintains two New York offices and discloses no revenue, AUM, funding rounds, or institutional investor roster.

Name

Marto Capital

Legal name

Marto Capital

Website

https://martocapital.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Marto Capital is a New York-based hedge fund founded in 2015 that runs an absolute return strategy across FX, rates, equities, and commodities, serving institutional investors, family offices, and high-net-worth individuals with a technology-augmented systematic investment platform.

Ownership category

akta.pro rank

Product category

Hedge Fund / Global Macro Absolute Return Asset Management

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Investment Pools and Funds (5259)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Commodity Contracts Brokers & Dealers (6221)

akta.pro primary industry

Hedge Funds — Commodity Systematic/CTA (Managed Futures) (FSAHAHAC)

akta.pro secondary industry

Fundamental/Discretionary Equity Long/Short (FSAHAAAA)

Keywords

• Absolute return strategy
• Hedge fund management
• Global macro investing
• Institutional asset management
• Thematic portfolio construction

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Absolute Return Fund Management: Marto Capital operates as a hedge fund/advisory firm managing an absolute return strategy across diversified markets including FX, rates, equities, and commodities. Revenue is generated through management fees and performance fees typical of hedge fund structures.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Marto Capital manages a global absolute return investment strategy that trades across diversified liquid markets including FX, rates, equities, and commodities. The firm combines discretionary market insight with proprietary systematic models and thematically optimized portfolio construction to deliver uncorrelated, alpha-generating returns with downside protection. Mandates are offered on a bespoke basis to institutional investors, family offices, and ultra-high-net-worth individuals, typically structured with a management fee on AUM and a performance fee.

Product overview

Marto Capital offers a unified investment management platform centered on an absolute return strategy. The platform integrates four core components: Thematic Portfolio Optimization (targeted exposure based on client objectives), Customizable Client Solutions (risk allocation to highest confidence signals with downside protection), and an Investment Ecosystem (applying software engineering practices to investment research, portfolio construction, and trade execution). The company combines discretionary market insight with technology in a systematic, repeatable framework to deliver uncorrelated, alpha-generating investment solutions across liquid global markets including FX, rates, equities, and commodities.

Differentiator

Problem solved

Functional benefit

Products and services

• Absolute Return Strategy A global absolute return investment strategy based on fundamental systematic signals and thematically optimized portfolio construction, trading across liquid global markets (FX, rates, equities, and commodities) for institutional investors, family offices, and ultra-high-net-worth individuals.
• Customizable Client Solutions Bespoke investment mandates that allocate risk to the firm's highest-conviction signals while limiting downside, providing customized exposure tailored to specific client objectives for family offices and HNW investors.

Quantifiable outcome

• Uncorrelated returns across FX, rates, equities, and commodities markets
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered minor.

• Alec Litowitz (Advisor)minorOthersFounder and Chief Executive Officer at Magnetar Capital, Former Principal and Global Head of Equities at Citadel. Serves as strategic advisor to Marto Capital.
• Dr. Ashby Monk (Advisor)minorOthersExecutive and Research Director of the Stanford Global Projects Center, Senior Advisor to the CIO of the University of California. Serves as strategic advisor to Marto Capital.
• Elliott Donnelly (Advisor)minorOthersManaging Director of the White Sand Investor Group, Member of the TONIC Impact Investing Group. Serves as strategic advisor to Marto Capital.
• John Myers (Advisor)minorOthersFormer President and CIO of GE Asset Management, Board of Directors of Legg Mason. Serves as strategic advisor to Marto Capital.
• Joseph Parsons (Advisor)minorOthersFormer Member of Bridgewater's Management Committee, Former President and CEO of GE Real Estate Investment Management Division. Serves as strategic advisor to Marto Capital.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Bridgewater Associates: Bridgewater is the largest global macro hedge fund and the alma mater of three of Marto's five core team members, including the CEO/CIO and CTO/COO. Both firms run systematic, multi-asset absolute-return strategies across global liquid markets.
• Millennium Management: Millennium is a multi-strategy platform operating large global macro pods across FX, rates, equities, and commodities. Both firms pursue uncorrelated, multi-asset absolute-return alpha for institutional and HNW allocators.
• Citadel: Citadel is a top-tier multi-strategy hedge fund with a large global fixed income and equities trading operation, with Ken Tremain's former colleague Alec Litowitz having run its equities business. Marto competes for institutional allocator mindshare in multi-asset macro strategies.

Direct peers

• Graham Capital Management: Graham is a well-established systematic global macro and CTA manager running quantitative, multi-asset absolute-return strategies for institutional clients. It is a direct comparable to Marto's systematic absolute-return mandate across FX, rates, equities, and commodities.
• Systematica Investments: Systematica is a systematic multi-asset manager running liquid global macro strategies using quantitative signals and thematically structured portfolios. Its product mandate and institutional client base closely overlap with Marto's absolute-return offering.
• Winton Group: Winton is a leading systematic/CTA macro manager trading across global commodities, equities, and FX using quantitative signals. Like Marto, it pursues absolute-return uncorrelated alpha using a research-driven, technology-enabled systematic framework.
• Two Sigma: Two Sigma is a systematic investment firm applying technology, data science, and engineering to global multi-asset strategies. Marto's software-engineering-meets-fundamental-investing thesis and multi-asset mandate directly parallel Two Sigma's institutional product.
• Magnetar Capital: Magnetar is a multi-strategy alternatives firm founded by Alec Litowitz, who serves as a strategic advisor to Marto. Both firms operate absolute-return, multi-asset strategies for institutional investors and share overlapping institutional client relationships.
• Brevan Howard: Brevan Howard is a global macro hedge fund running absolute-return strategies across rates, FX, and equities for institutional clients. Marto's macro, multi-asset systematic-discretionary hybrid is comparable to Brevan's institutional product.
• Man Group: Man Group's AHL division is one of the world's largest systematic managed-futures platforms, trading liquid global macro markets via quantitative signals. Marto's absolute-return, multi-asset systematic mandate directly overlaps with AHL's institutional product offering.

Market position

Weaknesses4 records

Competitive moat3 records

Key risks2 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marto Capital