Andrew Wellington, John Mullins & Dan Kaskawits
Lyrical Asset Management
At Lyrical Asset Management is an independent investment manager that’s totally focused on fundamental value investing. They sift through the cheapest stocks to find the rare exceptions that are the gems amid the junk, resulting in portfolios that exhibit both cheap valuation and attractive quality and growth.
Andrew Wellington
Co-Founder & CIO
Andrew founded Lyrical in 2008 and leads the investment management team. He has been a practicing value investor since the 1990s, working at several high-profile investment companies including Pzena Investment Management and Neuberger Berman.
John Mullins
Portfolio Manager
John Mullins brings over 15 years of value investing expertise to his role as Portfolio Manager across all of Lyrical's strategies. Prior to joining Lyrical in 2017, he developed his broad industry knowledge as a generalist at Orbis Investment Management and Elm Ridge Management.
Dan Kaskawits
CFA, Portfolio Manager
Dan Kaskawits brings over 20 years of investing experience and serves as Portfolio Manager for all of Lyrical's strategies. He began his investing career in the 2000s at Citi Investment Research and was at Elm Ridge Management prior to joining Lyrical in 2018.
Introducing Lyrical Asset Management
FILMED IN JUNE 2017.
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The big question: Bubble fears - too far or not enough?
FILMED IN NOVEMBER 2025.
In this edition of The Big Question, Andrew Wellington and Sunil Thakor explore how AI has powered one of the strongest equity rallies in modern markets and address "bubble" speculation and whether markets have gone too far or not far enough?
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Stock Spotlight: Aercap
FILMED IN DECEMBER 2024.
Lyrical’s Andrew Wellington believes that aircraft leasing company, AerCap is poised for growth given the rising demand for air travel and growing airline leasing trends.
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