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 and discounted valuation. The concentrated portfolio may serve as a stand-alone equity allocation for clients seeking a strong risk-adjusted return with greater income potential or as a complement to broader or more benchmark-oriented portfolios. Additionally, the strategy provides diversifying characteristics that can mitigate the high concentration and valuation risks present in today’s capitalization weighted passive portfolios.

Credit

The Credit strategy was developed in response to client demand and builds on LIM’s bottom-up investment approach. The strategy emphasizes credit research, sector allocation, and security selection across a broad opportunity set to construct a diversified portfolio. It is designed for clients seeking higher income primarily through corporate debt, with selective exposure to securitized and government securities.

Like all LIM strategies, Global Concentrated Value and Credit can be customized to meet specific client objectives.

Composite information for both strategies is available in eVestment. To request a fact sheet or learn more, please contact [email protected].