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Rating:A Fund Boutique Locks Up Its Well Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 24, 2013

A Fund Boutique Locks Up Its Well

Reported by Tommy Fernandez

The investment team at Lockwell Investments, specialists in small and mid-value cap portfolios, is joining up with a larger firm, according to Lockwell's head Richard Glass.

The merger is expected to take place within a month. Glass declined to say which larger firm his team was joining.

As a result of the merger though, Lockwell will cease to exist. According to an SEC filing, shop's sole mutual fund, the Lockwell Small Cap Value Fund (LOCSX), will also be terminated.

Glass is a veteran of the small and mid-cap space, having served for ten years as a managing director at Morgan Stanley, and also serving as a senior analyst for three years at Neuberger Bergman.

Glass will make the announcement regarding the larger firm he is joining in a month.



Karishma Patel contributed to this story

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