Andrew Wellington, John Mullins & Dan Kaskawits
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.
Stock Spotlight: United Rentals
FILMED IN APRIL 2024.
United Rentals is the largest equipment rental and management company in the world, with operations in 1,500 locations across North America, Europe, Australia, and New Zealand, serving customers across construction and industrial sectors.
The big question: Is the global economy heading for a hard, soft or no landing?
FILMED IN MARCH 2024.
Andrew and Brian discuss the impact and influence of macro on portfolio positioning and take a look at current stocks of interest.