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Easterly Funds Long/Short Opportunity Fund Earns 4-Star Morningstar Rating | February 16, 2022

We are excited to announce that our Long/Short Opportunity Fund was given a 4-star rating by Morningstar. Congratulations to PM’s Anne Wickland and Jessica Bemer! Read more about this incredible achievement and view Morningstar disclosure information here.

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All Cap Value Strategy Turns 30 | January 25, 2022

Our Snow team’s All Cap Value Strategy just marked 30 years. Read more about its three decades of strong performance, led by PM team Richard Snow and Joshua Schachter.

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Easterly Investment Partners Long/Short Opportunity Fund Named Best Liquid Alternative Fund – Equity Hedge at Hedgeweek Americas Awards | October 22, 2021

PMs Anne Wickland and Jessica Bemer discuss their win for Best Liquid Alternative Fund – Equity Hedge by Hedgeweek.

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Easterly Investment Partners Marks First Anniversary of UCITS US Value Equity Fund | July 19, 2021

We are thrilled to celebrate the 1-year anniversary of the Easterly US Value Equity Fund, a UCITS fund intended for the global marketplace. This partnership with Heptagon marks our first true step into the global fund market.

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Press Releases

Easterly Finalizes Investment in Snow Capital Management | July 1, 2021

We are pleased to announce the closing of our previously announced acquisition of Snow Capital Management, a top-performing value equity manager. This partnership expands our leadership in value investing with a full range of products for institutional and retail investors. 

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Easterly Announces Investment in Snow Capital | May 18, 2021

We are pleased to announce that Snow Capital Management is joining Easterly Investment Partners. Snow is a top-performing value equity manager, regularly finishing in the top decline of value managers. With the addition of Snow, we’ll enhance our position by offering value strategies that run the full gamut of market capitalizations.

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Press Releases

Levin Easterly Becomes Easterly Investment Partners | February 26, 2021

We are pleased to announce that we have changed our name to Easterly Investment Partners. The renaming is the first step in a broader effort to simplify how investors perceive and do business with us. As part of this name change, there are no changes to our investment team, philosophy or process.

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Press Releases

Heptagon Capital Launches UCITS Fund | July 29, 2020

Heptagon Capital launches a new UCITS fund, the Levin Easterly US Equity Fund.

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Levin Easterly Investment Chief Jack Murphy Sees Buying Opportunities in Today’s Volatility | September 12, 2019

During a live webcast sponsored by Chief Investment Officer magazine, CIO Jack Murphy said that the coming months are likely to bring continued volatility and uncertainty in the financial markets, making it an excellent opportunity for investors seeking undervalued stocks.

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Press Releases

Levin Easterly Expands Institutional Sales Capabilities | September 4, 2019

Levin Easterly Partners today announced that it has enhanced its institutional sales capabilities with the appointments of two well-regarded rising stars – Benjamin Tillson and Ryan Connelly. They have been named to the position of Vice President – Institutional Sales and are based in Easterly Partners’ Boston-area office reporting directly to Michael Collins, Managing Director & Head of IRBD.

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Levin Easterly Names Grace Bosserman as Chief Operating Officer | July 9, 2019

Levin Easterly Partners today announced that Grace K. Bosserman has been appointed Chief Operating Officer. She will report to Chief Investment Officer Jack Murphy and Chairman Darrell Crate.

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Levin Easterly Names Sam Hendel as President | June 15, 2019

Levin Easterly Partners today announced that Samuel L. Hendel has been named President. Hendel will continue to serve on the investment team. As President, he will report to Levin Easterly’s Chief Investment Officer, Jack Murphy, and to Darrell Crate, the firm’s Chairman.

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Levin Easterly Mid Cap Value Strategy Earns Four Stars “Top Gun” Rating | June 13, 2019

Levin Easterly Partners today announced that its Mid Cap Value Strategy has received Four Stars and the PSN Top Gun distinction awarded through Informa Financial Intelligence’s PSN manager database. The strategy was awarded Top Gun status for having ranked among the top 10 funds in its Mid Value Universe over the three most recent three-year periods ended March 31, 2019.

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Press Releases

Investment Manager Jack Murphy Speaks at Annual CIO Summit | May 20, 2019

Jack Murphy, CIO of Levin Easterly Partners, gave his first public remarks as CIO at the 10th annual Chief Investment Officer Summit in New York, saying that government intervention following the financial crisis is a sedative for the economy and markets but is wearing off, leaving a new generation of investors that is awakening without memory of risk.

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Press Releases

Easterly Buys Levin Capital Strategies’ Institutional Business, Launching Easterly Investment Partners | April 9, 2019

Easterly today announced it has purchased the institutional investment business of Levin Capital Strategies, establishing Levin Easterly Partners, a long-only asset manager with approximately $6.1 billion in assets. The new firm’s investment and management team will hold a 35% stake in Levin Easterly, providing a solid incentive for long-term growth, with Easterly owning a 65% stake.

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Media Coverage

Bloomberg Businessweek Podcast | June 1, 2022

Co-CIO and PM Jack Murphy provides his views on stocks and market trends in the Bloomberg Businessweek Podcast.

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Media Coverage

Wall Street Journal | May 19, 2022

PM Anne Wickland, CFA: “They’re taking a huge chunk out of the S&P return,” referring to Apple, Microsoft, Amazon, Tesla and the parent companies of Google and Facebook in this Wall Street Journal article.

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TD Ameritrade | May 17, 2022

PM Jack Murphy provides his contrarian stock views on TD Ameritrade

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Wall Street Journal | March 15, 2022

“Companies have created, in the last six to twelve months, something of a fortress in their balance sheets,” said PM Jessica Bemer. Read more on recent stock buybacks in the Wall Street Journal.

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Wall Street Journal | March 9, 2022

“We know that the market is essentially operating in quicksand. We’re not sure if today is the low or tomorrow is the low,” says PM Jessica Bemer. Read more in this Wall Street Journal article.

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Media Coverage

Bloomberg TV | February 25, 2022

“Weeks like this give us an opportunity to reposition into high quality companies trading at below average valuations,” says PM Jessica Bemer. Watch more of her thoughts on last week’s volatility on Bloomberg TV’s The Close.

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Media Coverage

Insider | February 10, 2022

Co-CIO Jack Murphy in the Insider: “Although value stocks have been leading growth stocks for a few months, the dynamics will have to play out for a long time before the valuations of companies adjust to normal levels.” Read more here.

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Reuters | February 2, 2022

“People are going to start increasing allocations to value stocks, and to do that they will have to sell their growth stocks,” says co-CIO Jack Murphy. Read more about this Thursday’s market slump in Reuters.

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Media Coverage

Bloomberg Businessweek | January 14, 2022

“I think what we’re seeing is this fundamental transition from growth stocks to value stocks as people fear the fed.” Hear more on Bloomberg Businessweek from our Chairman Darrell Crate on fed rate hikes and potential for recession in 2022 (21:10).

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Bloomberg TV | January 10, 2022

“What we’re seeing is a changing dynamic. There’s quite a bit of growth opportunities in the value space in industries across the board.” Check out PM Jessica Bemer’s take on the volatile start to earnings season on Bloomberg TV’s latest segment of The Close.

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Media Coverage

Bloomberg Radio | December 15, 2021

Value equity PM Jessica Bemer’s 2022 Outlook: “I think there’s a lot of reason to be optimistic about the opportunities across the market, but I want to be very careful and say that it looks to be a stock pickers market.” More from Jessica on the Fed, 4th quarter earnings and 2022 views on Bloomberg Radio (29:19).

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Wall Street Journal | December 12, 2021

“It’s always comforting to have a management team come in and tell you how undervalued they think their shares are,” says PM Anne Wickland. Read more in the Wall Street Journal on why she and her team are excited about stock buybacks.

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Media Coverage

MarketWatch | December 9, 2021

Co-CIO Jack Murphy’s bread and butter is all about buying “hidden stories inside of companies that attract valuations.” Read more about how these “hidden stories” are helping him beat the S&P 500.

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MarketWatch | December 8, 2021

“We like energy a lot,” says PM Anne Wickland of Wall Street’s brisk rebound. Read more in MarketWatch about which areas are rallying fast as Omicron concerns begin to subside.

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Wall Street Journal | November 23, 2021

“There’s certainly a lot of relief across the board” says PM Jessica Bemer regarding positive third quarter earnings. Read more on the market’s recent encouraging rally in the Wall Street Journal: 

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Reuters | November 19, 2021

“Out of the Q3 earnings, one of the trends we have seen is the resounding strength of the U.S. consumer,” says PM Jessica Bemer of the S&P consumer discretionary sector. Read more in Reuters’ article on the latest Nasdaq’s rises and falls. 

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Media Coverage

Bloomberg TV’s The Close | November 19, 2021

“The rhythm of the market this year has been one of 3 steps forward, 1 step back.” Watch PM Jessica Bemer’s take on what Black Friday will tell us about the market on Bloomberg TV’s The Close: 

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Media Coverage

Bloomberg Radio | November 10th, 2021

“Turkey supply is down 60% this year.” Hear more from PM Jessica Bemer on supply chain issues impacting our holidays and the markets, as well as her take on GE’s breakup on Bloomberg Radio (at 28 mins).

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Media Coverage

MoneyLife with Chuck Jaffe | September 21, 2021

Co-CIO Jack Murphy talks contrarian value investing on Chuck Jaffe’s Money Life podcast (at 37 mins).

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Bloomberg | September 20, 2021

PM Anne Wickland: “If the market is ripe for a correction, ‘tis the season for one. Most selloffs seem to occur at the end of the third quarter, beginning of the fourth as investors start to adjust future expectations.” Read more in Bloomberg’s Markets Wrap.

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Media Coverage

Ignites | July 7, 2021

Ignites’ Ben Miller outlines the additions to Easterly Investment Partners’ strategies with the acquisition of Snow Capital. 

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FundFire | May 18, 2021

Chairman Darrell Crate outlines what Easterly Investment Partners’ partnership with Snow Capital means for the next phase of growth. Read more in FundFire’s article.

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Pittsburgh Post-Gazette | May 20, 2021

The Pittsburgh Post-Gazette discusses how Franklin Park-based asset manager Snow Capital is joining forces with Easterly Investment Partners.

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Media Coverage

IPO Edge “SPAC to the Future” Forum | March 2, 2021

2020 was called the Year of the SPAC as the structure gained institutional support and shattered IPO and M&A records. But with success comes fresh challenges. We join IPO Edge’s “SPAC to the Future” Forum this week with a panel of experienced SPAC sponsors and advisors for an inside take on the next phase of growth.

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Media Coverage

Reuters | February 10, 2021

Director of Research Chris Susanin: “GM could be a $100 stock within a couple years.” Read more in Reuters article on how the company’s future electric vehicles are now driving the stock.

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Kiplinger | February 8, 2021

Are equities ripe for a correction? Kiplinger outlines its best defensive stock list for an escape plan, and PM Sam Hendel weighs in on the 1st: AT&T.

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Bankrate | January 29, 2021

President & PM Sam Hendel on GameStop: “The media is missing the quantitative trading component of this.” Read more in James Royal’s Bankrate article.

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Yahoo Finance | December 2, 2020

Levin Easterly Partners President, Sam Hendel, appears on Yahoo Finance’s The Final Round to give his market recap for the day

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Media Coverage

Forbes | October 21, 2020

“Changes in the corporate tax rate are among the largest differences,” says President Sam Hendel. “There are sectors that a Biden presidency would hurt and some that it would benefit.” Read more of his thoughts on how a Biden presidency would affect investors in Forbes’ recent article.

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Media Coverage

Bankrate | October 5, 2020

“The best investors develop a process that is consistent and successful over many market cycles,” says President Sam Hendel. “Don’t deviate from the tried and true, even if there are short-term challenges that cause you to doubt yourself.” Read more on the golden rules of investing in Bankrate’s recent article.

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Media Coverage

Money Life | October 1, 2020

President Sam Hendel: “There are absolute values with good catalysts in this market.” Listen to his entire conversation on Chuck Jaffe’s MoneyLife podcast.

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Yahoo Finance | September 30, 2020

President Sam Hendel on Yahoo Finance’s The Final Round: “There’s not much of a difference for the long term economy between a Trump or Biden win.”

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Media Coverage

CNN | September 20, 2020

“It’s all about credibility and maximizing value,” says PM Evan Ratner. “If you are a company with real funding needs and have a good brand, a SPAC could make sense.” Read more in CNN.

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Bankrate | September 15, 2020

“Everyone’s concerned about COVID, but these companies are doing well and they want to go public,” says Sam Hendel. Hear more about which big names he expects to hit the market soon in Bankrate.

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Media Coverage

MarketWatch | September 3,2020

“We like good companies that are down in price that have attractive valuation characteristics or we can identify some change going forward. We love companies that are breaking off or splitting up,” says CIO Murphy. Read his idea-packed call of the day in MarketWatch.

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Media Coverage

MarketWatch | August 11, 2020

“You’re starting to see a big catch up trade,” says President Sam Hendel of the recent rally in equities away from the handful of technology companies that have led stock benchmarks higher, as the pandemic forced many white collar jobs to be done from home. Read more in MarketWatch.

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U.S. News & World Report | August 11, 2020

“Wireless is one of the last bills that a consumer will stop paying when under financial duress,” says President Sam Hendel. “We saw that during the 2008-2009 Great Recession and have continued to see that stability during (the pandemic).” Reach more in U.S. News & World Report.

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Reuters | August 7, 2020

President Sam Hendel: “This recession is driven by main street due to the necessity to change behavior during the pandemic, and we are fortunate to have a well-capitalized banking system.” Read more in Reuters’ recent article.

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Media Coverage

Bloomberg Baystate Business Radio | July 31, 2020

Levin Easterly Partners President Sam Hendel gives his “Week in Markets Review” on Bloomberg Radio.

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Yahoo Finance | July 7, 2020

Levin Easterly Partners President Sam Hendel gives his market outlook with Yahoo Finance’s Final Round.

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Media Coverage

AXIOS | July 3, 2020

“Everyone knows second-quarter earnings are going to be horrific,” says President Sam Hendel. “I’m looking toward 2021 earnings already.” Read more in Axios’ recent article.

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Reuters | July 1, 2020

“As long as (stimulus) stays constant … you will continue to have some ballast in terms of asset prices,” says President Sam Hendel. Read more in Reuters’ recent article.

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CNN Business | June 26, 2020

“In the grand scheme of things, one year of earnings are not that meaningful for the valuation of a company unless there is a major liquidity issue,” says President Sam Hendel. Read more in CNN Business.

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MarketWatch | June 2, 2020

“Most people on Main Street think it’s crazy where the stock market is trading, especially on a day where you have major protests happening in the U.S.,” says President Sam Hendel. Read more in MarketWatch.

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Forbes | May 29, 2020

“The multiple gap between growth and value that is now wider than the multiple gap during the Dot-Com bubble is quite attractive,” says Levin Easterly Partners President Sam Hendel. Read more in Forbes’ recent article.

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Yahoo Finance | May 28, 2020

Levin Easterly Partners President, Sam Hendel, speaks with anchor Myles Udland on Yahoo Finance about why it may take the travel industry a few years to get back to normal.

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The Wall Street Journal | May 16, 2020

“The question is: When are people going to start flying again? It’s hard to time that, and getting ahead of it in the stock is challenging,” says President Sam Hendel. Read more in the Wall Street Journal.

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Reuters | May 13, 2020

“The multiple gap between growth and value that is now wider than the multiple gap during the Dot-Com bubble is quite attractive,” says Levin Easterly Partners President Sam Hendel. Read more in Forbes’ recent article.

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Investor’s Business Daily | April 24, 2020

“Reopening too soon is going to cause more problems than good,” says President Sam Hendel. Read why easing shutdowns too early could backfire in Investor’s Business Daily.

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Reuters | April 24, 2020

 “Stankey has been running the company for at least the past few months. This has been well telegraphed to the market,” says President Sam Hendel. Read more of his thoughts on AT&T’s new CEO in Reuters.

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Bloomberg | April 23, 2020

Levin Easterly Partners President, Sam Hendel, speaks with anchors Lisa Abramowicz and Paul Sweeney on why he’s following the 2008 playbook.

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Reuters | April 3, 2020

“The magnitude of the number is less important. We all know what the direction is. The question is really going forward – when do things start picking up?” says President Sam Hendel. Read more in Reuters.

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Forbes | April 1, 2020

“There’s going to be some massive money moved into diagnostics, into healthcare, into pharmaceuticals,” says President Sam Hendel. Read more in Forbes on how the coronavirus is pushing world growth.

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CNN Business | March 31, 2020

Levin Easterly Partners President, Sam Hendel, provides thoughts on the recent rally of the U.S. stock market.

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Forbes | March 30, 2020

“Calling a bottom and using China for timing it is a fool’s errand,” says Levin Easterly President Sam Hendel. Read more in Forbes about how the coronavirus is becoming a public relations disaster for China.

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MarketWatch | March 27, 2020

Levin Easterly Partners President Sam Hendel shares how the firm draws on 2008 lessons to find stocks that will outlast a pandemic.

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The Wall Street Journal | February 27, 2020

“It’s very scary on a personal level, and I think that psychology pervades through the market” said Sam Hendel, president and portfolio manager at Levin Easterly Partners. “As an investor, my job is to keep a cool head.” Read more in the Wall Street Journal.

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Yahoo Finance | February 6, 2020

Levin Easterly Partners President Sam Hendel joins The Final Round to discuss what he thinks of the market overall and what out-of-favor of value names are worth looking at.

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Barron’s | February 6, 2020

Chris Susanin, co-portfolio manager at Levin Easterly, shares his thoughts on vehicle safety from General Motors’ recent investor day.

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Reuters | February 5, 2020

Chris Susanin, co-portfolio manager at Levin Easterly Partners, comments on General Motors’ hopes to sell investors on its EV, tech future.

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CNBC | January 30, 2020

Sam Hendel of Levin Easterly discusses whether the recent market volatility amid fears over the coronavirus has been warranted.

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US News | January 23, 2020

Jack Murphy, CIO at Levin Easterly, discusses how he uses catalysts as part of his fundamental research.

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GoBankingRates | December 30, 2019

Jack Murphy, CIO at Levin Easterly Partners, provides two of his top stock picks for 2020.

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Reuters | October 29, 2019

Chris Susanin, co-Portfolio Manager at Levin Easterly Partners, comments on the long-term prospects for General Motors in Reuters’ recent article (also syndicated by CNBC.com and The New York Times).

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The Street | October 11, 2019

Sam Hendel, president at Levin Easterly Partners, joins The Street to discuss stock picks and whether or not there’s opportunity amidst the volatility. 

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The Wall Street Journal | September 13, 2019

Levin Easterly Partners president Sam Hendel gives his thoughts on AT&T Chief Randall Stevenson’s recent move in the Wall Street Journal’s recent article. 

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Money Life with Chuck Jaffe | July 15, 2019

Jack Murphy, CIO, interviewed on Money Life by host Chuck Jaffe in his segment: “Make savings a game to curb debts, amass ‘necessity funds.'” (start time 3:57)

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Pensions & Investments | June 26, 2019

Easterly Partners Group announces its acquisition of a majority stake in the institutional investment business of long-only money manager Levin Capital Strategies. 

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Market Watch | May 21, 2019

CIO Jack Murphy gives five safe stocks for risk-blind millennials living in ‘uncertain’ times in MarketWatch.

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Pensions & Investments | April 10, 2019

Easterly announces its acquisition of the institutional investment business of Levin Capital Strategies, establishing Levin Easterly Partners, a long-only asset manager with approximately $6.1 billion in assets. 

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Institutional Investor | April 10, 2019

Read more about Easterly’s acquisition of the institutional business of John Levin’s Levin Capital Strategies in Institutional Investor. 

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