Andrew Wellington
Lyrical is built out of 30 years of friendship and partnership between its founders, Jeffrey Keswin and Andrew Wellington. As a team, they’ve created a successful independent investment manager that’s totally focused on value investing. They select resilient, quality companies that form a concentrated portfolio of best ideas, with little overlap with peers or benchmarks.
Andrew Wellington | Co-Founder & CIO
Andrew leads Lyrical’s investment management team. Since 1990 he’s worked at several high-profile investment companies – from Neuberger Berman to New Mountain Capital, where he co-managed the $1.2bn New Mountain Vantage Fund.
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.