Touchstone Merger Arbitrage Fund Sub-Advised by: Longfellow Investment Management Co.

Longfellow Investment Management Co.

Longfellow Investment Management Co. provides active domestic fixed income and alternative investment strategies to a diverse institutional client base. Founded in 1986, the Boston-based firm utilizes a disciplined strategy focused on bottom-up, fundamental analysis which seeks to preserve capital and minimize volatility while earning attractive risk-adjusted returns.

"Identifying, quantifying and managing risk is the foundation of our strategy."

- Longfellow Investment Management Co.

Portfolio Management Team

management
Alexander R. Graham, CAIA

Investment Experience

  • Since 1993

Career Summary

  • Longfellow Investment Management Co.
  • Boston Safe Deposit & Trust
  • Pioneer Group

Education

  • BS - Finance, University of Massachusetts at Lowell
management
Barbara J. McKenna, CFA

Investment Experience

  • Since 1985

Career Summary

  • Longfellow Investment Management Co.
  • State Street Research
  • Standish, Ayer & Wood
  • BayBank Investment Management
  • Massachusetts Capital Resource Company

Education

  • MS - Finance, Boston College
  • BS - Business Administration, Boston College
management
Andrew G. Bail

Investment Experience

  • Since 2006

Career Summary

  • Longfellow Investment Management
  • JPMorgan Chase & Co.
  • Babson Capital Management
  • The Flatley Co.
  • Peak6 Investments

Education

  • MBA - Finance, Boston College
  • BA - John Hopkins University
management
David Stuehr, CFA

Investment Experience

  • Since 1986

Career Summary

  • Longfellow Investment Management
  • Hanover Strategic Management
  • Seneca Capital Management
  • Standish, Ayer & Wood

Education

  • MS - Finance, Boston College
  • MA - Economics, Bowling Green State University

Funds Managed by Longfellow Investment Management Co.