Lateef Investment Management

Investment ManagementCalifornia, United States11-50 Employees

Founded in 1974, Lateef Investment Management, L.P., seeks to provide long-term capital appreciation and principal preservation by managing a concentrated, high-quality, growth portfolio that is differentiated from the overall market. Lateef has maintained the same investment philosophy for over 40 years. Our process is rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time.

"We are dedicated to the fundamental values on which our firm was founded, and our mission is to preserve and grow your capital to help you achieve your financial goals.” 
– Quoc Tran, Chief Investment Officer and Managing Partner

High Active Share
Our portfolios are consistently 90% differentiated from the market. We believe that in order to achieve long-term outperformance, our portfolios have to be different than the market.

Concentration
Lateef portfolios are comprised of a diversified group of 15 to 25 companies. The quality of investments matters more than the quantity. Concentrated portfolios allow us to maximize the effectiveness of our active share.

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