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.DOWNLOAD - PDF
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NEW YORK, September 11, 2019 – During a live webcast sponsored by Chief Investment Officer magazine, Jack Murphy, CIO of Levin Easterly Partners, a private asset management firm specializing in value investing, 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.DOWNLOAD - PDF
Benjamin Tillson and Ryan Connelly to Lead Outreach to Institutional Clients
BOSTON, September 4, 2019 – Levin Easterly Partners, a private asset management firm specializing in value investing, today announced that it has enhanced its institutional sales capabilities with the appointments of two well-regarded rising stars. Benjamin Tillson and Ryan Connelly have been named to the position of Vice President – Institutional Sales at Easterly Partners, Levin Easterly’s distribution arm. They are based in Easterly Partners’ Boston-area office and report directly to Michael Collins, Levin Easterly’s Managing Director and Head of Investor Relations and Business Development.DOWNLOAD - PDF
NEW YORK, July 8, 2019 – Levin Easterly Partners, a private asset management firm specializing in value investing, today announced that Grace K. Bosserman has been appointed Chief Operating Officer. She will report to Levin Easterly’s Chief Investment Officer, Jack Murphy, and to Darrell Crate, the firm’s chairman.DOWNLOAD - PDF
Longtime Portfolio Manager Joins Senior Leadership of the Value Manager
NEW YORK, June 15, 2019 – Levin Easterly Partners, a private asset management firm specializing in value investing, 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.DOWNLOAD - PDF
Ranking Places the Strategy Among the Top 10 in Its Category Over the Past Three Years
NEW YORK, June 13, 2019 – Levin Easterly Partners, a private asset management firm specializing in serving institutions, 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.DOWNLOAD - PDF
End of the Post-Financial Crisis World Poses Risks for a New Generation of Investors; Gives Top Stock Picks for an Uncertain Age; Advises Crowd Not to Get Bit by FAANGS
NEW YORK, May 20, 2019 – At the 10th annual Chief Investment Officer Summit in New York, Jack Murphy, CIO of Levin Easterly Partners, said that government intervention following the financial crisis was a sedative on the economy and markets that is wearing off, leaving a new generation of investors that is awakening without memory of risk. These were Murphy’s first public remarks as CIO of Levin Easterly, the long-only asset management firm that was launched last month through Easterly’s acquisition of the institutional investment business of Levin Capital Strategies.DOWNLOAD - PDF
Launches Levin Easterly Partners
NEW YORK, April 9, 2019 – Easterly, an asset management holding company, 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. Easterly owns a 65% stake.
“We are thrilled to form a partnership with this team of outstanding investment talent,” said Darrell Crate, who serves as Chairman of Levin Easterly. “For years, this team has been consistently able to apply a fundamental predictive research process to find value in the most efficient segment of the equity market.”DOWNLOAD - PDF