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LYRICAL ASSET MANAGEMENT LP13F | |
| LYRICAL ASSET MANAGEMENT LP | |
| Last update 2024-02-13 | 41 Stocks (3 new) |
| Value $6.13 Bil | Turnover 9 % |
| Portfolio Report | |
LYRICAL ASSET MANAGEMENT LP Profile
Lyrical Asset Management LP is an investment management firm based out of New York City. The company was established in 2008 by cofounders Andrew B. Wellington and Jeffrey Alan Keswin, both of whom are still with the company today acting as its managing partners and with Wellington acting as the firm’s CIO. Lyrical Asset Management has grown from its inception to now operate with 16 employees of which 3 are investment professionals. The company conducts its research internally, utilizing a fundamental methodology to make its investment decisions. Lyrical Asset Management invests in the value stocks of companies and aims to maximize its long term investment returns. The company invests most heavily in the information technology sector, which alone makes up over a quarter of its total asset allocations, and also invests in the finance, consumer discretionary, industrials, health care, and materials sectors, among others to a lesser degree, in order of decreasing allocation. Lyrical Asset Management’s top 10 holdings together make up over a third of its total asset allocations and the company has a relatively low turnover rate of approximately 6%. The company currently holds over $3.3 billion in total assets under management spread across 287 accounts, all of which are discretionary accounts except for 1 that makes up a minor $5.8 million of its managed assets. Both of Lyrical Asset Management’s total number of accounts and total assets under management have been increasing in recent years with its total managed assets growing significantly from $40 million back in 2010 to well over 80 times that amount today. The company mainly caters to high net worth individuals, which alone makes up almost two thirds of its clientele, although the highest amount of its managed assets comes from Ucits funds, which alone makes up almost a third of its held assets.
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