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