Who We Are

Value investing is not just what we do, it is who we are

Founded in 2008, we are an independent investment manager, purely focused on value investing. We manage concentrated portfolios with low turnover and little overlap with peers or benchmarks. Our strategies include U.S. Value, International Value, Global Value and Global Impact.

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Who We Are (1 Minute, 41 seconds)

Timeline

1990

Jeff Keswin and Andrew Wellington graduate from the University of Pennsylvania’s Management & Technology Program

2004

Jeff establishes Lyrical Partners

2008

Jeff and Andrew launch Lyrical Asset Management (LAM), in the midst of the Global Financial Crisis

2009

Lyrical opens its first client portfolio, with $5 million

2010

LAM launches its first UCITS vehicle

2013

LAM launches its first mutual fund, LYRIX

2019

LAM launches International, Global, and GIVES portfolios

Today

LAM manages $6.5 billion

A Foundation of Friendship

Lyrical Asset Management (LAM) continues a thirty-plus-year friendship of its founders, Jeffrey Keswin and Andrew Wellington. Jeff and Andrew met as classmates in the University of Pennsylvania’s Management and Technology Program, where they studied finance, management, and systems engineering in Penn’s Wharton School and School of Engineering. They became apartment-mates as they launched their careers in New York City, toiling first as junior analysts in investment banking and management consulting, respectively. Little did they know that some 18 years later they would launch an asset management firm together.

LAM embodies Jeff and Andrew’s entrepreneurial spirit and unconventional perspectives on the practice and business of investment management.

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