About

Lateef Investment Management was founded in 1974 by Khateeb A. Lateef, 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.

We believe that our structure and ownership ensure that Lateef is efficient, closely aligned with our clients, and in the best position to deliver results going forward. – Eric Winterhalter, Chief Operating Officer and Managing Partner

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  Quoc Tran, MBA

  Chief Investment Officer, Domestic Equity, Managing Partner
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  Kouji Yamada, CFA, MBA

  Chief Investment Officer, Global Equity, Managing Partner
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  Eric Winterhalter

  Chief Operating Officer and Managing Partner

Khateef A. Lateef founded our firm in 1974 after he spent fifteen years in investment research as a securities analyst at Bank of America, and as a General Partner & Research Director at Hambrecht & Quist.

Al founded Lateef to focus on carrying out his passion: managing concentrated, high-quality growth portfolios to preserve and grow capital through long-term compounding. Over the course of his career, Al established himself as one of the best performing managers in this asset class. Al retired from Lateef in 2014, and to this day he is revered by our clients and respected by our competitors. Al remains a close friend of the firm, and we are all proud to continue the legacy he built and honored to work at the firm that bears his name.

Lateef maintains the same investment philosophy that Al instituted at Lateef’s inception:

Put clients’ interest above all else and concentrate our portfolio, so we invest with conviction. – Al Lateef