Lyrical Asset Management

Overview

Lyrical Asset Management is an independent investment manager specializing in value-oriented equity strategies. The firm employs a disciplined, research-driven approach to identify undervalued companies, aiming to maximize long-term returns through fundamental value investing. Their repeatable process focuses on the most important drivers of return: current price and future earnings, sifting through the cheapest stocks to find the 'Gems Amid the Junk,' resulting in portfolios that exhibit both cheap valuation and attractive quality and growth. The firm's investment strategies include U.S. Value, International Value, Global Value, and Global Impact Equity. They manage concentrated portfolios with low turnover and little overlap with peers or benchmarks. Lyrical Asset Management offers active strategies rooted in value for U.S. Equity, International Equity, Global Equity, and Global Impact Equity. Their approach is engineered to create the greatest likelihood of success, building upon the hallmarks of value, quality, and analyzability. Founded in 2008, Lyrical Asset Management is headquartered in New York City. The firm was established by founders Jeffrey Keswin and Andrew Wellington, who met as classmates in the University of Pennsylvania’s Management and Technology Program. Their entrepreneurial spirit and unconventional perspectives on the practice and business of investment management serve as the bedrock of the firm. Lyrical Asset Management embodies their vision, focusing on long-term investment performance, outstanding client service, and a collaborative work environment. The firm's mission is to be a best-in-class investment firm, producing category-leading investment performance with outstanding client service and a collaborative work environment. Their values include focusing on the long-term, operating bottom-up, being pragmatic and data-driven, communicating effectively, adapting and evolving, and being kind and giving back. These principles guide their investment approach and interactions with clients and the community.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies