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.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

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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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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LYRICAL ASSET Portfolio Concentration


NEW YORK, New York
UNITED STATES, 10022-9422

LYRICAL ASSET Contact Information

Phone Number: 212-415-6600
Fax Number: 212-415-6699



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