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Lateef Investment Management, L.P.

300 Drakes Landing Road, Suite 210
Greenbrae, California 94904
United States
 
Contact :      Eric Winterhalter
Phone :       415-461-3800
Fax :             415-461-0436
Email :         clientservice@lateef.com
Web :           http://www.lateef.com

Lateef Investment Management, L.P. Information

Type of organization : Limited Partnership
Total Assets Managed ($Mil) : $1,106
Tax-Exempt Managed ($Mil) : $312
Taxable Assets Managed ($Mil) : $795
Year Founded : 1974
Wrap Programs Offered? : Yes
# of Accounts Managed : 466
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
Charles Schwab Acces   $250000
Deutsche Bank Advisor Select   $250000
Envestnet   $250000
Fieldpoint   $250000
LPL Financial MAN   $1000000
Lockwood/Pershing MAC   $250000
Morgan Stanley FS   $250000
UBS Access   $250000
Wells Fargo   $500000
Janney   $250000

Lateef Investment Management, L.P. History

Lateef has had a clearly defined and consistently applied investment philosophy that has been utilized since the firm's inception in 1974. We are a growth manager utilizing high active share developed by highly convicted equity positions to curate a portfolio that generates above market economics and earnings growth. We are a bottom-up, growth at a reasonable price, active manager that invests in a broadly diversified group of 15 to 25 high quality companies with a heavy emphasis on fundamental due diligence and valuation. We invest in businesses with sustainable competitive advantages, high barriers to entry and proven track records of financial success that are led by a respected and accessible owner-oriented management team. We seek companies with secular growth drivers that enable them to grow through periods of economic uncertainty and market volatility and purchase these companies at least 20% below our conservative estimate of intrinsic value. Our portfolio of companies has healthy profitability, ROIC and EPS growth compared to the overall market. Our fundamental goal is to preserve and grow capital for our clients at a rate above market averages on a long-term basis.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
366
$613.74
 
Limited Partnership :
17
$71.73
 
Foundations :
17
$48.31
ERISA :
8
$22.78
Unions, Taft-Hartley :
3
$6.00
Public :
1
$8.48
Others :
54
$335.42
Total # of Professional : 17 Analysts : 2
Portfolio Managers : 2 Traders : 1
Client Service : 3 Operation : 9

Lateef Investment Management, L.P. Personnel

Mr.  Ryan Willson

President/CEO
Tel : 415-461-3800
Email: clientservice@lateef.com
Ryan F. Willson, CEO, joined Lateef Investment Management in 2000 and became an owner in 2001. In prior years, he was Founder and President of Willson Investment Management, Inc., a Financial Consultant with Merrill Lynch and a Financial Advisor with Dean Witter. Mr. Willson received his B.A. degree in Communication from the University of Southern California.

Mr.  Quoc Tran

Portfolio Manager
Tel : 415-461-3800
Email: qtran@lateef.com
Quoc Tran, MBA, Managing Director and Co-Portfolio Manager, joined Lateef Investment Management in 2005 and became an owner in 2007. In 2002, Quoc joined Wallace R. Weitz & Co. as Head of Private Client Services, Portfolio Manager, and Research Coordinator/Analyst. Prior to that, he spent five years at Goldman Sachs and Co. as an institutional sales professional, and left the company as Vice President and Director in the Equities Division. Mr. Tran received a B.A. degree with high honors in Rhetoric from Bates College and his MBA in Finance and Competitive Strategy at the University of Chicago where he was also a University of Chicago Business Fellow.

Mr.  James Tarkenton

Portfolio Manager
Tel : 415-461-3800
Email: jtarkenton@lateef.com
James Tarkenton, CFA, MBA, Managing Director and Co-Portfolio Manager, joined Lateef Investment Management in 2008 and became an owner in 2009. Previous positions include Managing Member and Portfolio Manager at RBO & Co., LLC, Vice President and Senior Research Analyst at Oak Value Capital Management, and Senior Research Associate at Cambridge Associates. James received a B.S. degree in Finance from Virginia Commonwealth University and his MBA, with honors, from the University of North Carolina at Chapel Hill.

Mr.  Eric  Winterhalter

General Partner
Tel : 415-461-3800
Email: ewinterhalter@lateef.com
Eric Winterhalter, Managing Director, joined Lateef in 2014 and became an owner in 2015. He has over 20 years of experience in business strategy and investor relations, working with institutions, endowments, foundations, family offices, consultants, and RIA’s. Prior to Lateef, Mr. Winterhalter served as Chief Administrative Officer and Head of Investor Relations at Tensile Capital Management. In prior years, he held senior positions in the industry with Crosslink Capital, Fuller & Thaler Asset Management, Fidelity Investments, and began his career with Putnam Investments. He received a B.S. degree in Business Administration with a concentration in Finance from the University of Maine.

Lateef Investment Management, L.P. Product Name

Lateef Multi-Cap Growth Equity:Privately Managed Accounts
Lateef Large-Cap Growth Equity:Privately Managed Accounts
Report Created: September,28 2020.  Copyright Money Manager Review , All rights Reserved.
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