Boston, MA, April 14, 2022: Longfellow Investment Management Co., LLC (LIM) is pleased to receive the “Emerging Manager of the Year” award for Fixed Income, sponsored by Emerging Manager Monthly.
To be eligible, managers must have had $10 million in product assets and full-year 2021 performance figures as well as 2020 year-end product asset information. Minority- and women-owned (MWBE) equity management firms with up to $10 billion were considered and all MWBE fixed-income managers were considered; otherwise, firmwide assets for non-minority- and women-owned firms were capped at $2 billion.
Initially, over 400 products were considered. The judging process looked at excess returns over their benchmark, performance versus peers, product asset growth and product asset percentage growth, and information ratio.
LIM’s Core Fixed Income Strategy was selected ahead of two other finalists in the Fixed Income category. Jose Gonzalez, Shelly Heier, and Mitchell Green, industry experts in the plan sponsor and consulting communities, reviewed and evaluated the finalists based on quantitative and qualitative measures.
“We are honored to receive recognition for our team and appreciate the client and consultant support that makes this possible,” said Barbara McKenna, Managing Principal. “This recognition confirms our commitment to delivering consistent performance by focusing on risk evaluation.”
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 in excess of $18 billion as of 12/31/21, 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].