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Marrowstone Capital Partners

Boutique Active U.S. & Global Equity Management
AUM$8.4B
Founded2009
HeadquartersBoston, MA
Busy? Send a one-tap request and Marrowstone’s team will reach out.
About the Firm

Concentrated conviction, long-term ownership.

Marrowstone Capital Partners is an employee-owned, research-driven equity manager founded in 2009. We run high-conviction, concentrated portfolios built on fundamental bottom-up analysis and a genuinely long-term ownership mindset.

Our team of seasoned analysts brings deep sector expertise across U.S. and global markets. We invest only where we have an informational or analytical edge — and we hold positions with patience, typically three to five years.

$8.4BAssets Under Mgmt
4Strategies
16 yrsTrack Record
Meet Marrowstone CapitalFirm overview · with CIO Eleanor Voss
3:42
Strategies

Explore our strategies.

Each strategy includes a short video insight from the portfolio team, key facts, and downloadable materials — everything you need to evaluate the fit for your clients.

2:54
U.S. Large Cap
Focused Equity

A concentrated portfolio of 25–30 high-quality U.S. businesses with durable competitive advantages.

$3.2BStrategy AUM
27Holdings
2011Inception
3:10
Global Equity
Global Leaders

Best-in-class companies worldwide, selected for sustainable growth and capital discipline across developed markets.

$2.9BStrategy AUM
35Holdings
2014Inception
2:38
SMID Cap
Small-Mid Growth

Emerging franchises in the small- and mid-cap space with long runways for reinvestment and compounding.

$2.3BStrategy AUM
42Holdings
2016Inception
Materials Library

Always current. Always available.

Every document advisors need, in one place — updated quarterly.

Q2 2025 CommentaryPDF · 1.2 MB · Updated Jun 2025
Download
Focused Equity Fact SheetPDF · 480 KB · Updated Jun 2025
Download
Firm Capabilities PresentationPDF · 3.4 MB · Updated May 2025
Download
Investment Process White PaperPDF · 2.1 MB · Updated Apr 2025
Download
Due Diligence Questionnaire (DDQ)PDF · 890 KB · Updated Mar 2025
Download
Global Leaders Fact SheetPDF · 510 KB · Updated Jun 2025
Download
Meet the Team

Talk to the people behind the portfolios.

Portfolio managers and the sales team who support advisors.

SC
Eleanor Voss, CFA
Chief Investment Officer · PM, Focused Equity
Portfolio Manager
DR
Marcus Hale
PM, Global Leaders
Portfolio Manager
MO
Priya Anand
Director of Distribution
Request an Introduction

Connect with Marrowstone's team.

Share a few details and the relevant member of our team will follow up — typically within one business day.

  • Direct access to the portfolio team
  • You set the agenda and timing
  • Requested materials sent the same day

Prefer to book a time directly?

Schedule a meeting with Marrowstone's team at a time that works for you — no back-and-forth.

Opens Marrowstone's scheduling calendar.
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The firm and strategy information, videos, and materials on this page are provided by the asset manager and its affiliates. Atlas Signalis does not provide investment advice and does not endorse, recommend, or verify any manager, strategy, or product shown here. This information is for financial professionals and does not constitute an offer, solicitation, or recommendation. Past performance is not indicative of future results. Consult your own financial professional before investing. See Disclosures.

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