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Longfellow Investment Management Co. (LIM)
       
 
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Longfellow Investment Management Co. (LIM)
 
 
Mission statement: 

Longfellow operates under the following guiding principles:
Form long, mutually rewarding relationships with our clients
Earn attractive, risk-adjusted returns for our clients
Customize solutions that best suit our clients' needs
Provide personal and comprehensive client service
Maintain an experienced and cohesive team
Remain smaller to take advantage of a wider range of investment opportunities
Create an engaging work environment that motivates and rewards employees
Avoid multiple levels of employees to better manage our portfolios and maintain personal client relationships
Overview: 

Longfellow Investment Management Co. (LIM) is an independent, 100% employee-owned investment management firm.

Since 1986 we have offered domestic fixed income and alternative investment strategies to a diverse institutional client base.  Our role is to be a resource – not only in the customized management of client assets, but with investment guideline and strategy reviews, proprietary research, market analysis, and board presentations.

We take particular pride in our long standing relationships and low client turnover.  Our first two clients have remained valued partners for over 25 years.  We believe the success of our client partnerships is the result of responsive client service and reporting, customized investment strategies and consistent strong risk-adjusted returns.

LIM understands the strategic importance our client’s assets and is committed to helping clients achieve their long-term goals.
History: 

Longfellow Investment Management Co. was founded by John Ciarleglio, III and David W. Seeley in May 1986. The two portfolio managers worked together at Polaroid Corporation, managing the company's corporate cash and pension assets. Longfellow is built upon the same investment philosophy and bottom-up investment strategies developed at Polaroid. Without a client base to draw from, Longfellow started with one small client and has grown into a successful investment firm with a national client base.

In 2005, Barbara J. McKenna, purchased a one-third ownership stake in the firm from the remaining outside investors, making Longfellow 100% employee-owned. Barbara brought 20 years of fixed income portfolio management and credit research experience to the firm. With the goal of broadening employee ownership over time and addressing future principal transitions, the structure of the firm was changed from a LP to a LLC on June 30, 2005. These changes ensure continuity at Longfellow, while aligning employee and client interests.

On March 31, 2009, John Ciarleglio sold his stake in the firm, providing an opportunity to expand equity participation to two key employees, John Villela and Michelle Martin. As of December 31, 2009, Longfellow became women-majority owned.


 
 
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