LIM Announces Strategic Additions and Organization Updates

Longfellow Investment Management Co., LLC (LIM) is pleased to announce recent additions to the firm’s investment team and expansion of our absolute return capabilities. Craig Carlozzi, CFA, and Brendan Whittington have joined LIM’s credit team as portfolio manager and senior analyst respectively for the LIM Bulwark Credit Opportunities Strategy. Craig and Brendan manage a hedge fund which was launched in 2011 by BulwarkBay Investment Group, LLC. Investing in event-driven corporate credit and special situations, the strategy seeks to generate an attractive annual return, with low correlations and limited downside volatility.

“This partnership not only deepens the strength of our research, but also allows us to expand our universe when evaluating both fixed income and alternative opportunities,” said Barbara McKenna, Managing Principal of LIM. “We are also thrilled to be adding the depth of expertise that Craig and Brendan bring to us, along with a hedge fund that encompasses a similar philosophy and approach in relation to seeking capital preservation while earning attractive risk-adjusted returns that LIM has been using for over 30 years.”

“Joining LIM allows us to expand our capabilities and share our research insights with a broader team and base of strategies,” said Craig Carlozzi. “We are excited for the enhanced service that our current investors will benefit from and look forward to providing an additional investment option to existing and prospective clients of LIM.”

The addition of Craig and Brendan and the management of the LIM Bulwark Credit Opportunities Strategy expands LIM’s growing absolute return capabilities which already include SPAC, Opportunistic, and Merger Arbitrage strategies. The LIM Bulwark Credit Opportunities Strategy invests primarily in investment grade and non-investment grade bonds, loans, and credit-related assets in both long and short positions.

Additionally, LIM is pleased to announce Andrew Bail, Portfolio Manager and Senior Analyst, and Scott Supple, Fixed Income Trader, have become principals of the firm as of March 31. These employees have made substantial contributions to the firm in their areas of expertise, and we look forward to their continued performance and leadership in the years ahead. As a 100% employee-owned firm, we value the expansion of ownership while transitioning the firm to the next generation.

On another note, Tom Burleigh, Principal, Relationship Manager, is leaving the firm in late April to pursue a career in wealth management. Tom has been instrumental in developing many of our client and consultant relationships as well as assisting with many other non-investment functions during his tenure. We appreciate Tom’s contributions and wish him well in his future endeavor. Tom’s ownership has been absorbed by the new principals, and we are actively looking to fill the relationship manager position. In the meantime, his responsibilities will be assumed by members of the marketing and client service team.

As always, please reach out to us with any questions or concerns.