Levin Easterly Expands Institutional Sales Capabilities

Benjamin Tillson and Ryan Connelly to Lead Outreach to Institutional Clients

BOSTON--()--Levin Easterly Partners, a private asset management firm specializing in value investing, today announced that it has enhanced its institutional sales capabilities with the appointments of two well-regarded rising stars. Benjamin Tillson and Ryan Connelly have been named to the position of Vice President – Institutional Sales at Easterly Partners, Levin Easterly’s distribution arm. They are based in Easterly Partners’ Boston-area office and report directly to Michael Collins, Levin Easterly’s Managing Director and Head of Investor Relations and Business Development.

“Levin Easterly’s institutional clientele is critical to our growth, and we are committed to attracting the industry’s best sales talent to our distribution arm in order to build out our capabilities in this space,” said Collins, who is responsible for all sales and marketing activities. “Ben Tillson and Ryan Connelly are experienced in working with investors, understand their financial needs, and will help us to provide them with sophisticated investment solutions. We see their efforts as essential to expanding our presence in this important arena.”

Tillson was previously with The Boston Company, now Mellon Investments Corporation, where he was a member of the consultant relations team. Earlier, he was an Associate Director at NPI Capital, providing distribution solutions for its portfolio companies. A graduate of Northeastern University, he remains active in the community. He was a member of the Boston Health Care for the Homeless Emerging Leaders Board and volunteered for Boston’s Friday Night Supper Program.

Connelly joins Easterly Partners from Mercer, where he was a Senior Investment Management Analyst responsible for investment manager oversight and evaluation of equity strategies on the Mercer outsourced chief investment officer (OCIO) platform. Previously, he held several positions with State Street. Connelly, an alumnus of Boston College High School and Fairfield University, is a Chartered Financial Analyst (CFA) charterholder.

“Ben and Ryan will be vital to growing institutional sales, especially by building connections with private pension plans and similar organizations and helping to strengthen our relationships with the institutional consultant community,” said Collins.

About Levin Easterly’s Strategies

Levin Easterly was launched in April 2019 when it acquired the institutional investment business of Levin Capital Strategies.

Levin Easterly’s investment philosophy provides a consistent and repeatable investment process focused on identifying good companies that have excellent potential versus the risk. Currently, the firm offers three primary strategies:

  • Large Cap Value: An actively managed portfolio, typically of 30-35 companies of which the firm believes it possesses a differentiated view than its peers.
  • Mid Cap Value: An actively managed portfolio, typically of 30-40 stocks that are quality companies, but down in price.
  • All Cap Value: An actively managed portfolio, typically of the firm’s 25-30 best ideas, spanning large-, mid- and small-cap value stocks.

In addition, Levin Easterly sub-advises the Transamerica Large Cap Value mutual fund (TWQAX), about which Morningstar says the fund’s “manager and analysts deftly execute a differentiated value strategy.”

About Levin Easterly

Levin Easterly is a private asset management firm specializing in serving institutions with approximately $5.9 billion of AUM. The firm is focused on bottom-up, fundamental research with the goal of preserving capital and generating profit consistently through all market environments. For more information, please visit Levin Easterly at https://LevinEasterly.com.

Disclaimers

This communication contains forward-looking statements, which reflect the views of Levin Easterly Partners LLC. These forward-looking statements can be identified by reference to words such as “believe”, “expect”, “potential”, “continue”, “may”, “will”, “should”, “seek”, “approximately”, “predict”, “intend”, “plan”, “estimate”, “anticipate” or other comparable words. These forward-looking statements or other predications or assumptions are subject to various risks, uncertainties and assumptions. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Should any assumptions underlying the forward-looking statements contained herein prove to be incorrect, the actual outcome or results may differ materially from outcomes or results projected in these statements. Levin Easterly Partners LLC and its affiliates do not undertake any obligation to update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by applicable law or regulation.

The information provided in this communication should not be considered a recommendation or solicitation to purchase or sell any particular security or investment strategy. It should not be assumed that any of the securities transactions or holdings discussed will prove to be profitable, or that the final investment recommendations or decisions we make in the future will be profitable.

Investments are subject to market risk, including the loss of principal. Investment strategies described may not be suitable for all investors. Equities are subject to market risk meaning that stock prices in general may decline over short or extended periods. The information contained does not take into account any investor's investment objectives, particular needs, or financial situation. Nothing in this material constitutes investment, legal, accounting or tax advice, or a representation that any investment or strategy is suitable or appropriate.

Information in this communication has been obtained from sources believed to be reliable but cannot be guaranteed. All opinions, projections and estimates constitute the judgment of the individual as of the date of this communication, and may not be in complete agreement with Levin Easterly Partners LLC own opinion or trading strategies, and may differ from other research analyst’s opinion and investment outlook. The above information is subject to change without notice. Additional information is available upon request.

Levin Easterly Partners LLC is an investment adviser registered with the SEC. Registration does not imply a certain level of skill or training.

Contacts

Constance Hubbell
The Hubbell Group, Inc.
781-210-5011
hubbell@hubbellgroup.com

Loretta Healy
The Hubbell Group, Inc.
781-210-5014
lhealy@hubbellgroup.com

Contacts

Constance Hubbell
The Hubbell Group, Inc.
781-210-5011
hubbell@hubbellgroup.com

Loretta Healy
The Hubbell Group, Inc.
781-210-5014
lhealy@hubbellgroup.com