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Lyrical Asset Management - Andrew Wellington
Posted by: newmansk (IP Logged)
Date: January 6, 2014 01:08PM

Hey Guys,

I wanted to hear your thoughts on adding Lyrical Asset Management to the Gurufocus list of Guru's. I saw Andrew Wellington on CNBC and he seems to be a strong Value Investor based on the principles he spoke about. In a nutshell he will only pay for companies if they are below fair value and will start to unload when they reach fair value or a better opportunity arises.He has about 35 stocks in his portfolio and averages about 2-4 trades a year.

Let me know your thoughts.

Regards,
Scott



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Re: Lyrical Asset Management - Andrew Wellington
Posted by: AshishGupta (IP Logged)
Date: January 6, 2014 02:15PM

I vote: Yes for including them.


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Re Lyrical Asset Management - Andrew Wellington
Posted by: McGratty (IP Logged)
Date: January 6, 2014 02:56PM

I would definitely like to add Andrew Wellington  to the site---I too saw him and was very impressed



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Re: Lyrical Asset Management - Andrew Wellington
Posted by: misorensen (IP Logged)
Date: June 8, 2014 07:56AM

sounds like a good idea to have a closer look. He was also in baron's in April 28th 2014 edition.



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Re: Lyrical Asset Management - Andrew Wellington
Posted by: hwshiau (IP Logged)
Date: June 13, 2014 01:58PM

i vote to add andrew wellington to the list of guru investors.



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