LIM Announces New Investment Team Members and Strategies

BOSTON, MA, December 16, 2020 - Longfellow Investment Management Co., LLC (LIM) is pleased to announce the expansion of our investment capabilities through equity-focused additions to the investment team. Four investment professionals, formerly with Cadence Capital Management in Boston, are joining LIM. The team is led by Paul Dokas and Robert Ginsberg, who have developed and manage systematic strategies in U.S., International, and Emerging Market equities. The other members of the team include Austin Kairnes and Sophia Ru. Paul and Rob will be joining LIM as Co-Directors of Equities and will continue to serve as portfolio managers for the strategies.

“This is an exciting step in LIM’s evolution as we expand further into another asset class. With an extended outlook for lower interest rates, we believe the addition of this team and their strategies positions LIM well for the coming years,” said Barbara McKenna, Managing Principal of LIM. “The team’s investment philosophy and culture are aligned with LIM’s. Additionally, their experience and research in the areas of ESG and religious screens dovetail with LIM’s existing investment approach.”

The equity team follows a disciplined process to deliver repeatable outcomes for their equity strategies, led by the flagship U.S. and International Equity Income strategies. These strategies, along with the other investment strategies they manage, are designed to deliver strong, consistent risk-adjusted returns.

“Joining LIM allows us to continue our long track records and share our research insights with LIM’s broader team and base of strategies,” said Paul Dokas. “We are excited to continue providing customized strategies and excellent service to our current investors.”

“We look forward to providing additional investment options to existing and prospective clients of LIM,” said Rob Ginsberg. “We are happy to partner with a growing investment management firm and excited to be part of the LIM team.”

The addition of the equity team expands LIM’s growing capabilities which already include fixed income across the maturity and quality spectrum as well as absolute return and alternative strategies.

About Longfellow Investment Management: LIM manages a wide range of domestic fixed income and alternative strategies for institutional investors and high net worth clients. With assets under management of $14 billion, the independent, Boston-based firm is 100% employee owned and a Certified Women’s Business Enterprise. For additional information, please contact us at Info@LongfellowIM.com.