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Metis Global Partners, LLC
Machel Allen · Asset Manager · Quant/Systematic
Metis Global Partners, LLC is an independent, woman- and minority-owned investment management firm headquartered in San Diego, California. Founded in 2013 by Machel Allen, the firm spun out of Brandes Investment Partners' quantitative research team to focus on systematic, bias-averse global equity strategies. Metis manages a range of global and international equity portfolios across the market capitalization spectrum, with a particular specialty in niche small- and micro-cap offerings. The firm is dedicated to applying fundamental knowledge in a systematic manner to capture value premiums while avoiding behavioral biases. Metis is a certified Minority Business Enterprise and a signatory to the Principles for Responsible Investment (PRI).
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.2% |
| YTD return | +15.8% |
| Sharpe ratio | 2.96 |
| Win rate | 81% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.metisgp.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.5% | +20.1% |
| AAPL | Apple Inc | 13.4% | +31.5% |
| MSFT | Microsoft Corporation | 10.9% | +1.0% |
| GOOGL | Alphabet Inc Class A | 10.6% | +42.5% |
| AMZN | Amazon.com Inc | 6.8% | +16.8% |
| AVGO | Broadcom Inc | 5.0% | +8.2% |
| LLY | Eli Lilly and Company | 3.6% | +37.2% |
| META | Meta Platforms Inc. | 3.5% | +5.8% |
| TSLA | Tesla Inc | 3.4% | -15.0% |
| WELL | Welltower Inc | 3.2% | +23.6% |
| PLD | Prologis Inc | 3.1% | +10.7% |
| XOM | Exxon Mobil Corp | 2.8% | +37.9% |
| AMD | Advanced Micro Devices Inc | 2.8% | +134.6% |
| MU | Micron Technology Inc | 2.7% | +30.6% |
| EQIX | Equinix Inc | 2.6% | +26.1% |
| JPM | JPMorgan Chase & Co | 2.5% | +14.1% |
| V | Visa Inc. Class A | 2.2% | +6.7% |
| BRK-A | Berkshire Hathaway Inc | 1.9% | +0.8% |
| MA | Mastercard Inc | 1.8% | -2.2% |
| DLR | Digital Realty Trust Inc | 1.8% | -6.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | AAPL | 13.0% → 13.4% |
| Aug 24, 2026 | SELL | META | 3.7% → 3.5% |
| Aug 24, 2026 | SELL | MSFT | 11.0% → 10.9% |
| Aug 24, 2026 | BUY | XOM | 2.7% → 2.8% |
| Aug 24, 2026 | SELL | V | 2.1% → 2.2% |
Investment Style Analysis
Metis Global Partners, LLC is widely recognized for employing a Quant/Systematic strategy. As of Sep 21, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Metis Global Partners, LLC made a significant move by increasing exposure to AAPL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Metis Global Partners follows a philosophy of bias-averse, value investing that combines long-term fundamental analysis with a systematic implementation process. The firm believes that market inefficiencies are frequently driven by human behavioral biases, and that a disciplined, quantitative approach is necessary to capitalize on these opportunities without succumbing to emotion. By applying global fundamental knowledge in a systematic manner across a broad opportunity set, Metis seeks to capture the value premium across developed, emerging, and frontier markets. Their approach involves using unique industry valuation metrics to construct benchmark-agnostic portfolios, focusing on discovering undiscovered value opportunities while maintaining a patient and rational investment horizon.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Metis Global Partners, LLC.
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Frequently asked questions
How is the simulated portfolio for Metis Global Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Metis Global Partners, LLC's largest holding?
As of the latest filing, Metis Global Partners, LLC's top position is NVIDIA Corporation (NVDA), representing 15.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Metis Global Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +22.2% with a win rate of 81%. Notably, the portfolio maintains a Sharpe Ratio of 2.96, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Metis Global Partners, LLC primarily invest in?
Metis Global Partners, LLC has a strong preference for the Semiconductors sector, which makes up 26.0% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Metis Global Partners, LLC's portfolio concentrated or diversified?
Metis Global Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 39.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Metis Global Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Metis Global Partners, LLC tracks a Year-to-Date (YTD) return of +15.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Machel Allen manage Metis Global Partners, LLC directly?
Yes, Machel Allen serves as the key portfolio manager for Metis Global Partners, LLC, overseeing the investment strategy and final capital allocation decisions.