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MFWire: The Lateef Fund
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Lateef Investment Management, L.P.
300 Drakes Landing Rd
Suite 100
Greenbrae, CA  94904
Google Maps

Contact
Main Phone: 866-251-6920
Web Site: http://www.lateef.com/lateef.html

Mutual Fund Brand(s)
The Lateef Fund

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Khateeb Lateef launched his eponymous investment management shop in 1974. Lateef Investment Management emphasizes a concentrated portfolio with an absolute return, long-term, bottom-up fundamental perspective.

    Lateef launched its first and (as of June 2012) only mutual fund, the Lateef Fund, on September 6, 2007. The shop also offers separately managed accounts.

    The shop is 89 percent employee-owned and 11 percent owned by Rosement Investment Partners, which bought its stake at the end of 2008. As of June 2012, the four biggest stakes are held by Lateef CEO Ryan Willson (21.7 percent), chief operating and compliance officer Justus Leachman (17.58 percent), managing director and PM James TarkentonScott Chapman (12.8 percent).
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    Key People:
    Quoc Tran
    CIO and managing partner, Lateef Investment Management
    Eric Winterhalter
    COO and managing partner, Lateef Investment Management
    Story Archive for Lateef Investment Management, L.P.
    Published On Story Headline Publication
    1/20/2017 Filings for Fundsters - January 20, 2017 MFWire.com
    3/30/2012 Lateef Wins an Oak Value Alum From Ariel MFWire.com
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