BOSTON, MA, May 1, 2026 – Longfellow Investment Management Co., LLC (LIM) proudly marks its 40^th anniversary, celebrating four decades of disciplined investment management and client-focused solutions.

Founded in 1986 by two investment professionals with experience managing corporate cash and pension assets, LIM was built on a foundation of rigorous research and prudent risk management. From a four-person firm, LIM has grown to 52 employees and $23.7 billion in AUM as of March 31, 2026. Strategy offerings have expanded—from short duration fixed income and merger arbitrage to a broad range of fixed income, equity, and absolute return strategies—driven by client demand.

Since inception, LIM has remained committed to independence and alignment with clients. The firm became 100% employee owned in 2005, reinforcing a culture of shared responsibility and long-term thinking. Today, LIM continues to expand employee ownership, with 26 principals. As a majority women-owned firm, LIM has been a certified Women’s Business Enterprise since 2010, underscoring its commitment to inclusive leadership in the investment industry.

“Reaching our 40^th anniversary is an important milestone that reflects the trust our clients have placed in us and the strength of our team,” said Barbara J. McKenna, President at LIM. “We remain committed to disciplined investing, thoughtful risk management, and delivering tailored solutions aligned with our clients’ objectives.”

Throughout its history, LIM has evolved alongside changing markets while remaining true to its core principles. In recent years, the firm has been recognized for both investment performance and workplace culture. As LIM looks to the future, it remains focused on innovation, long-term value creation, and delivering tailored investment solutions to meet clients’ evolving needs.

Media Contact:
Corinne Larson
Managing Principal & Chief Marketing Officer
[email protected]