Andrew Wellington

Co-Founder, Managing Partner, CIO



Andrew Wellington

American Century NT Small Company Fund

Andrew Wellington co-founded Lyrical Asset Management and serves as the firm’s Chief Investment Officer and Managing Partner. Mr. Wellington has been involved with active portfolio management for almost twenty years.

He was a founding member of Pzena Investment Management, where he was the original equity research analyst, and later became a principal and portfolio manager.

He then went on to Neuberger Berman where he became the sole portfolio manager for their institutional mid?cap value product, growing that product from $1 billion to $3.3 billion in AUM, and earning a five-star Morningstar rating.

He also was a managing director at New Mountain Capital, where he played a key role in establishing and managing the $1.2 billion New Mountain Vantage Fund, a value?oriented, long?only, activist hedge fund.

Early in his career Mr. Wellington worked as a management consultant at Booz Allen & Hamilton and First Manhattan Consulting Group.

Mr. Wellington graduated summa cum laude from the University of Pennsylvania’s Management & Technology Program, earning both a Bachelor of Science from the Wharton School and a Bachelor of Science from the School of Engineering.



Ticker Fund Name Net Asset ($ M)*
LYRIX Lyrical US Value Equity Fund $687 M


* Net Assets include for all classes



Source - www.franklintempleton.ca

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