LIM Receives Investors Choice Award

New York, March 23, 2017 – Longfellow Investment Management Co. LLC (LIM) is pleased to have been awarded the “Merger Arbitrage Fund of 2016” at the Investors Choice Awards in New York. LIM’s Arbitrage Strategy was selected ahead of two other finalists in the category. This event was hosted by Allocator, a data platform for the investment management industry, along with broadcasting partner CNBC.

Over the past 30 years, LIM has used merger arbitrage and other non-deal investments as a part of its flagship Arbitrage Strategy. Alexander Graham and Andrew Bail, two portfolio managers for LIM’s Arbitrage Strategy, accepted the award on behalf of LIM.

“We are proud to have received this recognition for our team and grateful to the clients who make this possible,” said Barbara McKenna, Managing Principal. “Recognition such as this serves to confirm our commitment to delivering consistent performance by focusing on risk evaluation.”

According to Allocator; “The awards are judged by a distinguished panel of institutional investors in funds and they take into account a set of qualitative criteria covering the investment process, risk management framework and depth of research team, as well as a set of quantitative performance measures including annualized returns, volatility and maximum drawdown.”

About LIM: LIM manages a wide range of domestic fixed income and arbitrage strategies for institutional and high net worth individuals. With assets under management in excess of $9 billion, the independent, Boston-based firm is 100% employee-owned and a Certified Women’s Business Enterprise. For additional information, please contact LIM at

About the Investors Choice Awards, hosted by Allocator:  The annual Investors Choice Awards honor fund managers that have achieved outstanding risk adjusted absolute returns. Fund managers from around the world are considered for the awards. The application and judging process is conducted online via the Allocator portal. The awards apply both qualitative as well as quantitative criteria. More information on the awards, selection process and criteria by which the rating was based can be found on the Investors Choice Awards website

Disclosures:  Past performance is not an indication of future results. Investment involves the possible loss of principal. This award may not be representative of any one client's experience because the award reflects both a qualitative and quantitative evaluation of one performance composite. No fees were paid to be considered for this award. Twelve firms submitted an application for the award in the “Merger Arbitrage Fund” category. LIM was the sole winner of the category (representing 8% of the advisers in the category).