Overview
Why Longfellow
What clients count on, cycle after cycle.
- Alignment through ownership As a majority employee-owned firm, Longfellow’s interests are aligned with its clients’, and its team carries a deep sense of pride and accountability.
- A consistent, proven approach The firm has adhered to the same investment process, designed to deliver attractive risk-adjusted returns across market cycles and strategies.
- A seasoned investment team Longfellow’s portfolio managers and analysts average over 30 and 15 years of experience, respectively.
- A belief in teamwork Multiple team members manage each client portfolio, and clients have direct access to their portfolio managers.
- Longstanding relationships The firm prioritizes outstanding client service and still retains its very first two institutional fixed income clients.
Built for the long term. Every one of these strengths points in the same direction: helping each client achieve their long-term objectives.
Investment Philosophy
Longfellow’s philosophy is based on the premise that focusing on portfolio risk is the key to attractive risk-adjusted returns across market cycles.
Active, bottom-up, risk-aware — protecting the downside, across every cycle.
Longfellow is an active management firm that engages in rigorous, bottom-up security selection to protect clients from downside risk. This approach has guided the firm since its inception — seeking attractive, risk-adjusted returns over each market cycle and across strategies.
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