Levin Easterly Partners' Latest Portfolio: Top 10 Stock Picks
This article discusses the top 10 stock picks of Levin Easterly Partners at the end of the second quarter of 2022.
Levin Easterly Partners, a private asset management company dedicated to delivering fundamental value-oriented equity solutions to investors, is now known as Easterly Investment Partners. The firm was established in 2019 through the acquisition of the long-only investment business of Levin Capital Strategies.
Mr. John W. Murphy is the Chief Investment Officer and Lead Portfolio Manager at Easterly Investment Partners LLC, where he also serves as a Senior Securities Analyst. Mr. Murphy brings over 31 years of industry experience, including 24 years with Easterly and its predecessor firms. Before joining Easterly Investment Partners, he was a Lead Portfolio Manager at Levin Capital and John A. Levin & Co., Inc. He also worked at Prudential Securities from 1991 to 1995 and began his career at Bain & Co. from 1988 to 1991. Mr. Murphy holds a BS from Bryant College and an MBA from Northeastern University.
Easterly Investment Partners is a hedge fund managing discretionary assets totaling $2,104,574,192, as reported in their Form ADV dated March 2024. The firm serves 323 clients. In their most recent 13F filing for Q1 2024, Easterly Investment Partners reported $1,308,820,203 in managed 13F securities, with a top 10 holdings concentration of 25.17%. Their largest holding is the SPDR S&P 500 ETF Trust, with 245,094 shares.
