LYRICAL ASSET Overview
Lyrical Asset Management Lp is a hedge fund that manages 3.3 BN dollars in regulatory AUM and has 16 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 12/31/22. The fund's latest filing disclosed 5BN in positions, representing 142% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 12/31/22. The fund's latest filing disclosed 5BN in positions, representing 142% of the manager's regulatory AUM.
LYRICAL ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LYRICAL ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMP | 5.66% | Financials | -5.85% | 0.29% | 2 | 9% | ||
| URI | 5.55% | Industrials | 4.28% | 0.33% | 1 | 5% | ||
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FEATURED IN
LYRICAL ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Andrew B. Wellington | Managing Partner, Chief Investment Officer | July-2008 |
| Jeffrey A. Keswin | Managing Partner | July-2008 |
| Jeffrey M. Moses | Chief Compliance Officer | July-2008 |
| Edward P. Gage | Chief Financial Officer | July-2008 |
LYRICAL ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
LYRICAL ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We employ a value approach to investing. We believe that a portfolio of companies with low valuations relative to their long-term normalized earnings power will outperform the overall market over time. Furthermore, unlike some traditional value investors who are willing to own any business at the right price, our philosophy is to invest only in businesses that we believe are of high quality.
We start with a universe of the top 1,000 stocks traded in the U.S. (roughly $3 billion market cap), and then use a proprietary screen to generate investment candidates. The screen can trace its origins back to 1996, and has been implemented in its current form since 2001. The screen estimates a fair price for each stock in the universe applying a normalized multiple to an estimate of five year forward normalized earnings, which is calculated by taking the historical earnings trend line of a...
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We employ a value approach to investing. We believe that a portfolio of companies with low valuations relative to their long-term normalized earnings power will outperform the overall market over time. Furthermore, unlike some traditional value investors who are willing to own any business at the right price, our philosophy is to invest only in businesses that we believe are of high quality.
We start with a universe of the top 1,000 stocks traded in the U.S. (roughly $3 billion market cap), and then use a proprietary screen to generate investment candidates. The screen can trace its origins back to 1996, and has been implemented in its current form since 2001. The screen estimates a fair price for each stock in the universe applying a normalized multiple to an estimate of five year forward normalized earnings, which is calculated by taking the historical earnings trend line of a...
Unlock Full Investment Process Description
LYRICAL ASSET Portfolio Concentration
LYRICAL ASSET Location
405 PARK AVENUE
NEW YORK, New York
UNITED STATES, 10022-9422
NEW YORK, New York
UNITED STATES, 10022-9422
LYRICAL ASSET Contact Information
Phone Number: 212-415-6600
Fax Number: 212-415-6699
Website: http://lyricalam.com
Fax Number: 212-415-6699
Website: http://lyricalam.com
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