Lyrical Strategies

Lyrical Asset Management oversees a diverse family of domestic and international value equity strategies, all guided by a disciplined and repeatable investment process.


Value + Quality + Analyzability = The Lyrical Way


Lyrical’s process begins with the largest companies in the market. We sift through these securities, applying fundamental research to identify the most attractive values in the market. We believe the price we pay is the most important driver of our ultimate return.


The next prong of our Gems Amid the Junk™ approach aims to avoid investing in the lowest quality “value trap” companies. If you look hard enough, you can find quality companies, we call gems, priced as cheap as the junk. Quality improves our odds of success, as resilient businesses are more able to withstand the world’s inevitable unexpected ups and downs.


Price matters most, but if future earnings do not materialize, all is for naught. Investing success depends on reasonably estimating the future earnings of a business. For some companies this is much easier than for others. We seek companies that are relatively simple to understand, which we believe should improve our ability to estimate future earnings.

U.S. Value Equity

As of 03/31/2023

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International, Global & Impact

As of 03/31/2023

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