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Liberty Mutual Group Asset Management Inc.

13F
Liberty Mutual Group Asset Management Inc.
Last update 2024-02-12 44 Stocks (7 new)
Value $246.00 Mil Turnover 37 %
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Liberty Mutual Group Asset Management Inc. Profile

Liberty Mutual Group Asset Management Inc., also known as Liberty Mutual Insurance Company, Asset Management Arm, is a private investment management firm based out of Boston, Massachusetts. The company was originally established in 1984 and continues to operate as a subsidiary of its parent company Liberty Mutual Insurance Company, Inc. Liberty Mutual Group Asset Management would become officially organized and incorporated in 2011 in its current location. The company is headed by CEO and CIO Anthony A. Fontanes, who has been with the company since is official structuring in 2011. Liberty Mutual Group Asset Management has grown from its inception to now operate with approximately a quarter of a thousand employees of which over 70 are investment professionals. The company conducts its research interally and invests in the public equity and fixed income markets within the U.S. Liberty Mutual Group Asset Management invests in limited partnerships that are between $5 and $100 million, focusing on generating a net internal return rate of 15%. The company invests most heavily in the finance sector, which alone makes up over a quarter of its total asset allocations, and also invests in the information technology, consumer discretionary, materials, health care, industrials, and energy sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company invests most heavily in the iShares Inc. MSCI Japan Index with its top 10 holdings together making up approximately 22% of its total holdings. Liberty Mutual Group Asset Management has a relatively low turnover rate of approximately 4.8%. The company holds over $83 billion in total assets under management spread across approximately 100 accounts. Liberty Mutual Group Asset Management mainly caters to insurance companies, which alone makes up over three quarters of its entire client base, and also provides its services to pension and profit sharing plans and corporations and other businesses.
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