LONGFELLOW Overview
Longfellow Investment Management Company Llc is an investment advisor that manages 6.9 BN dollars in regulatory AUM and has 24 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 12/31/20. The fund's latest filing disclosed 828MM in positions, representing 12% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 12/31/20. The fund's latest filing disclosed 828MM in positions, representing 12% of the manager's regulatory AUM.
LONGFELLOW StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LONGFELLOW Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 5.21% | Energy | 19.7% | -0.13% | 0 | 8% | ||
| EWY | 3.41% | ETF | 7.47% | -0.11% | 0 | 5% | ||
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FEATURED IN
LONGFELLOW Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Barbara J. Mckenna | President, Managing Member | April-2009 |
| John E. Villela | Vice President, Managing Member | April-2009 |
| Michelle L. Martin | Chief Compliance Officer, Managing Member | December-2009 |
| David C. Stuehr | Managing Member | December-2011 |
| Elizabeth G. Taylor | Chief Operations Officer | March-2014 |
LONGFELLOW Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LONGFELLOW Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Fixed Income
Longfellow begins relationships by working with clients to establish liquidity needs, risk tolerance and return objectives, as well as yield and loss targets. Longfellow’s investment process, research and portfolio management are identical across our fixed income strategies. However, every portfolio is individually managed to meet each client’s specific guidelines and objectives, which provides flexibility to meet each client’s unique requirements.
Longfellow follows a team‐based approach in the management of portfolios. Portfolio managers are responsible for setting and overseeing portfolio policies with regards to duration and sector allocations and monitoring portfolio risks. Ideas are shared openly and frequently between analysts and portfolio managers in our small‐office setting. Together they determine individual security selection.
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Fixed Income
Longfellow begins relationships by working with clients to establish liquidity needs, risk tolerance and return objectives, as well as yield and loss targets. Longfellow’s investment process, research and portfolio management are identical across our fixed income strategies. However, every portfolio is individually managed to meet each client’s specific guidelines and objectives, which provides flexibility to meet each client’s unique requirements.
Longfellow follows a team‐based approach in the management of portfolios. Portfolio managers are responsible for setting and overseeing portfolio policies with regards to duration and sector allocations and monitoring portfolio risks. Ideas are shared openly and frequently between analysts and portfolio managers in our small‐office setting. Together they determine individual security selection.
Lo...
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LONGFELLOW Portfolio Concentration
LONGFELLOW Location
20 WINTHROP SQUARE
2ND FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110
2ND FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110
LONGFELLOW Contact Information
Phone Number: 617-695-3504
Fax Number: 617-695-3507
Website: http://www.longfellowim.com
Fax Number: 617-695-3507
Website: http://www.longfellowim.com
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