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Lyrical U.s. Value Equity Fund Institutional Class (LYRIX)

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25.27 -0.08    -0.32%
25/04 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 925.57M
Lyrical US Value Equity Institutional 25.27 -0.08 -0.32%

LYRIX Overview

 
On this page you'll find an in-depth profile of Lyrical U.s. Value Equity Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of LYRIX among other information.
Category

Mid-Cap Value

Total Assets

925.57M

Expenses

0.99%

Inception Date

41309

Contact Information

Address 405 Park Avenue, Floor 6
New York,NY 10022
United States
Phone +1 8888848099

Top Executives

Name Title Since Until
John Mullins Analyst 2022 Now
Biography John Mullins joined Lyrical in February 2017. He has more than 15 years of experience investing across public and private markets. Prior to Lyrical, he served as a Senior Analyst at Clearfield Capital Management from May 2016 to January 2017 and as an Analyst at Elm Ridge Capital from September 2014 to April 2016. He worked as an investment analyst in the San Francisco office of Orbis Investment Management from 2011 to 2014. Before attending business school, John evaluated early-stage investment managers and financial services businesses as an analyst at MD Sass Macquarie Financial Strategies. John graduated cum laude with distinction from Yale University and received an MBA from the Stanford Graduate School of Business.
Dan Kaskawits Associate 2022 Now
Biography Dan Kaskawits joined Lyrical in January 2018 as a Senior Research Analyst. Dan has over 15 years of experience investing in public equities. Prior to Lyrical, he served as an Analyst at Elm Ridge Capital from January 2011 to December 2017 and as an Associate at Citi Investment Research from October 2003 to June 2009. Dan graduated from Tulane University and received an MBA from Columbia Business School. Dan has earned the right to use the Chartered Financial Analyst designation.
Andrew B. Wellington Managing Director and PM 2013 Now
Biography Andrew Wellington, Co-Founder, Managing Partner & Chief Investment Officer – Lyrical Asset Management (“LAM”) Andrew is the Chief Investment Officer of Lyrical Asset Management, co-founded with his longtime friend, Jeff Keswin. Andrew Wellington has been a value investor for over a quarter century. After spending five years in management consulting, in 1996 Andrew joined Pzena Investment Management as a founding member and its first research analyst. Five years later, after honing his skills as an equity analysts and value investor, Andrew joined Neuberger Berman in 2001, where he went on to run their institutional mid-cap value product. At Neuberger, his investment performance improved his fund’s 3-year Morningstar rating from 3-stars to 5-stars while product AUM tripled from $1.1bn in 2003 to $3.3bn in 2005. After Neuberger, Andrew spent two years in activist investing at New Mountain Capital. Andrew graduated summa cum laude and as the top graduating senior from the University of Pennsylvania’s Management & Technology Program in 1990, earning a Bachelor of Science in Economics from the School of Engineering.
Caroline Ritter CIO & PM 2014 2017
Biography Ms. Ritter brings a total of 18 years of investment experience in fundamental value equities. Prior to joining Lyrical, she directly managed value portfolios for multi-billion dollars firms at Equinox Capital Management and Pilot Advisors. She has worked as an equity analyst at PIMCO Equity Advisors/Oppenheimer Capital, Pzena Investment Management, and Goldman Sachs Asset Management. Caroline graduated summa cum laude from the Honors College at SUNY Stony Brook with dual B.S. degree in Applied Mathematics & Statistics and Economics.
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