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).
|
|
Sponsored Opportunities
|
|
Key People:
|
Quoc Tran
CIO and managing partner, Lateef Investment Management | Eric Winterhalter
COO and managing partner, Lateef Investment Management |
|
|
Get MFWire Alerts
Raw XML
