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Two LIM Strategies Reach 5-Year Track Records
BOSTON, MA, July 23, 2026 – Longfellow Investment Management Co., LLC (LIM) is pleased to announce that its Global Concentrated Value Equity and Credit strategies reached five-year track records as of July 1, 2026. Global Concentrated Value The Global Concentrated Value strategy applies LIM’s disciplined value investment philosophy with an increased emphasis on current income […]
July 23, 2026
Event-Driven Update Q2 2026
M&A activity accelerated sharply in the first half of 2026, driven by a resurgence in large-scale transactions. Global deal value rose 48% to $2.8tn, putting activity on pace to exceed the record levels in 2021. Similarly, US SPAC IPO issuance remained strong in the first half of 2026. To receive the newsletter, please contact us […]
July 15, 2026
June 2026 Market Review
As the nation celebrates its 250th anniversary, the US economy exhibits remarkable resilience driven by strong business investment, record-high equity prices, and lower market volatility following a tense ceasefire in the Iran conflict. Channeling the communication restraint and data-dependent leadership style of Alan Greenspan, new Fed Chair Kevin Warsh has prioritized price stability over labor […]
July 7, 2026
FOMC: All’s Fair in Love and War
BOSTON, MA, June 17, 2026 – The Federal Open Market Committee (FOMC) met today to assess the state of the US economy and monetary policy. In the first meeting of the Warsh tenure, the FOMC left the Federal Funds Target Rate unchanged at 3.50-3.75%, matching market expectations. Data released since the April meeting supports the […]
June 17, 2026
Spring 2026 Sustainable Investment Update
The last several months have seen increased volatility in commodity markets driven by conflict in the Middle East. For countries and companies, this once again creates tension between energy security and energy transition goals as we discuss within. We also review trends from 2026 proxy voting season resulting from regulatory and technology changes. To read […]
June 10, 2026
Sarah Scranton to Speak at Attucks Conference
BOSTON, MA, June 10, 2026 – Sarah Scranton, CFA, Principal and Portfolio Manager at LIM will speak at the 2026 Attucks Asset Management Summer Conference on June 23 in Chicago. Hosted by Attucks Asset Management, the conference brings together their clients and managers for a day to explore current industry themes. Sarah will be part […]
May 2026 Market Review
Despite significant intra-month volatility, the 10-year US Treasury yield ended the month just 4 basis points (bps) higher at 4.45%, with yields reaching the highest levels in over a year. The 2-to-10-year part of the curve underperformed the most, with long-end yields relatively unchanged. In just two months, the market shifted from expectations of cuts […]
Scott Supple to Speak at FILS
BOSTON, MA, June 3, 2026 – Scott Supple, CAIA, Principal and Portfolio Manager at LIM, will speak at the Fixed Income Leaders Summit (FILS) later this month in Boston. Hosted by Worldwide Business Research, FILS brings together senior buy-side fixed income professionals to discuss the evolving market landscape, including volatility, regulation, automation, AI, liquidity, and […]
June 3, 2026
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