Boston, MA, January 24, 2023 — Longfellow Investment Management Co., LLC (LIM), a $17B boutique investment management firm, announced the addition of four new principals to the firm as of December 31, 2022.
The new principals include investment team members David Horsfall, CFA, Portfolio Manager, Morgynn Kinchla, CFA, Trader, Benjamin Li, CFA, Industrial Analyst, and Seth Roman, CFA, Portfolio Manager.
“Each of these individuals has made a substantial contribution to the firm in their areas of expertise and have demonstrated the qualities we value,” said Barbara J. McKenna, President & CEO. “We are pleased to welcome them to the firm’s ownership. We value their contributions and look forward to the continuation of their strong performance and leadership involvement in the years ahead.”
David joined the firm in 2022 as a member of the portfolio management team and the strategy group primarily focused on broad market and long duration fixed income strategies. With more than 30 years of investment industry experience, David quickly became a valuable addition to the investment team through his leadership and investment acumen.
Morgynn joined LIM in 2021 as a trader focusing on corporate and municipal securities. She has expanded her role in the municipal sector. With her accomplishment-focused mindset, she has proven to be an effective member of the credit team and the investment team as a whole.
With more than 20 years of fixed income investment experience, Ben Li joined LIM in 2021 focusing on research and analysis in the industrial, energy, and utility sectors. He has consistently added value in idea generation, quantitative analysis, and client support.
Seth also joined the firm in 2021 as a member of the portfolio management team and the strategy group focused primarily on shorter and intermediate fixed income strategies. Seth is an integral member of the investment team, lending his experience and insights into managing our clients’ portfolios.
“As a 100% employee-owned firm, it is important for us to recognize high performing employees,” Ms. McKenna noted. “We plan to continue expanding ownership in the years to come.”
Founded in 1986, LIM is comprised of 53 employees, 18 of which are principals. The firm is now 77.5% women owned and has been a Certified Women’s Business Enterprise since 2010.
About Longfellow Investment Management Co., LLC (LIM): LIM manages a wide range of fixed income, equity, absolute return, and alternative strategies for institutional investors and high-net-worth clients. With assets under management of $17 billion as of 12/31/22, the independent, Boston-based firm is 100% employee owned and a Certified Women’s Business Enterprise. For additional information, please contact LIM at [email protected].