Lyrical Asset Management

Overview

Founded in 2008, we are an independent investment manager, purely focused on value investing. We manage concentrated portfolios with low turnover and little overlap with peers or benchmarks. Our strategies include U.S. Value, International Value, Global Value and Global Impact. We also offer a passive value ETF.

Lyrical Asset Management (LAM) continues a thirty-plus-year friendship of its founders, Jeffrey Keswin and Andrew Wellington. Jeff and Andrew met as classmates in the University of Pennsylvania’s Management and Technology Program, where they studied finance, management, and systems engineering in Penn’s Wharton School and School of Engineering. They became apartment-mates as they launched their careers in New York City, toiling first as junior analysts in investment banking and management consulting, respectively. Little did they know that some 18 years later they would launch an asset management firm together.

LAM embodies Jeff and Andrew’s entrepreneurial spirit and unconventional perspectives on the practice and business of investment management.