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 09/30/16. The fund's latest filing disclosed 287MM in positions, representing 4% of the manager's regulatory AUM.

LONGFELLOW StockAlpha

-2.5%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LONGFELLOW Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
KLAC 4.38% Tech 10.18% 0.54% 0 8%
PNY 4.23% Utilities -0.03% 0.13% 0 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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.

Lo...
Get the Full Report

LONGFELLOW Portfolio Concentration

LONGFELLOW Location

20 WINTHROP SQUARE
2ND FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

LONGFELLOW Contact Information

Phone Number: 617-695-3504
Fax Number: 617-695-3507
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B