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.

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.

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

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.

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. 

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.

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.

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

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.

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.

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.

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.

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.

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.

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.