Lateef Investment Management was founded in 1974, and we have been executing the same strategy since inception. We seek to provide long-term capital appreciation and principal preservation by managing concentrated, high-quality growth portfolios that are differentiated from the market.
In 2017 Lateef Investment Management completed a management-led recapitalization by Quoc Tran, Chief Investment Officer and Managing Partner, and Eric Winterhalter, Chief Operating Officer, and Managing Partner, with the backing of McCarthy Group, an investment firm based in Omaha, Nebraska. In 2018 Kouji Yamada, CFA, joined Lateef as a partner and senior member of our investment team to lead our global and international strategies.
The current Lateef partners have a majority equity interest in Lateef and are solely dedicated to our clients.
