Longfellow Investment Management Co. LLC

Longfellow Investment Management Co. LLC

Longfellow Investment Management Co. LLC

Overview
Date Founded

2005

Headquarters

20 Winthrop Square 2nd Floor Boston MA United States 02110

Type of Company

Private

Employees (Worldwide)

33

Industries

Investment Services & Portfolio Management

Company Description

Longfellow Investment Management invests client portfolios in one of several in one of several fixed income-only mandates or in their merger arbitrage strategy. The firm's investment process, research and portfolio management are identical across all of their fixed income strategies; however, every portfolio is individually managed to meet each client's specific guidelines and objectives. Longfellow's philosophy is based on the premise that upside is limited in fixed income investments. Downside risk, however, is substantial, so fixed income management should focus on analyzing risk. They believe that the fixed income portion of a portfolio should earn incremental returns over Treasuries without a substantial increase in risk.Longfellow performs bottom-up fundamental-based research to determine the most attractive sectors and individual credits (securities/issuers). They use fundamental, technical and valuation analysis in determining specific security selection, ultimately purchasing the security with the best risk-adjusted return potential given the particular liquidity needs and portfolio objectives. Because Longfellow's portfolio strategies (enhanced cash/short/intermediate/core) are similar in structure, once identified as attractive, most issuers are held across all portfolios/products, varying only by the specific issue's maturity. As appropriate to each client, Longfellow incorporates the following sectors/securities into portfolios: Corporate Notes; Government Agency and Sovereign Issues; Commercial Mortgage-backed Securities (CMBS); Residential Mortgage-backed Securities (MBS); Asset-backed Securities (ABS); and Treasury Notes and Bonds (including zero-coupons and TIPS).

Contact Data
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Executives & Employees

President, Managing Member

Principal, Chief Operating Officer

Managing Principal, Portfolio Manager

Principal, Chief Compliance Officer

Director, Portfolio Manager

Principal, Director of Marketing & Client Service

Assistant Chief Compliance Officer

Managing Member

Principal & Analyst

Principal, Fixed Income Trader

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INSURES THOSE DEPOSITS IN EXCESS OF THE fdic limits and also provides TEMPORARY LIQUIDITY TO MEMBER banks by MAKING LOANS TO THEM, SECURED BY MEMBER BANKS' ASSETS.

SURS is invested across asset classes including US and non-US equities, fixed-income, real estate and alternative assets. Their largest holdings include General Electric Co, Microsoft, Pfizer, Inc. and Exxon Mobile Corp.

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