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Easterly Investment Partners LLC
Jack Murphy · Asset Manager · Value
Easterly Investment Partners LLC (EIP) is the traditional, fundamental-based investment division of Easterly Asset Management. Formed in 2019 following the acquisition of the long-only investment business of Levin Capital Strategies and rebranded from Levin Easterly Partners in 2021, the firm specializes in providing value-oriented equity solutions. EIP manages a diverse array of strategies including Large-, All-, and Mid-Cap Value, as well as Short/Long equity and specialized fixed income. The institution utilizes highly experienced investment teams to identify undervalued companies through rigorous bottom-up research and a contrarian approach, aiming to capture alpha by focusing on market dislocations and specific catalysts for price appreciation. Based in Beverly, Massachusetts, it serves institutional and private wealth clients through separately managed accounts and registered investment funds.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +30.3% |
| YTD return | +16.9% |
| Sharpe ratio | 3.58 |
| Win rate | 55% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://easterlyam.com/ |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ANF | Abercrombie & Fitch Company | 7.3% | +49.4% |
| JXN | Jackson Financial Inc | 6.6% | +32.0% |
| JPM | JPMorgan Chase & Co | 6.1% | +13.5% |
| EAT | Brinker International Inc | 5.7% | +7.7% |
| CMC | Commercial Metals Company | 5.7% | +8.6% |
| CLF | Cleveland-Cliffs Inc | 5.5% | +13.1% |
| COLB | Columbia Banking System Inc | 5.0% | +7.8% |
| ST | Sensata Technologies Holding NV | 5.0% | -4.0% |
| CNC | Centene Corp | 4.9% | +31.3% |
| DIS | Walt Disney Company | 4.9% | +10.0% |
| TGT | Target Corporation | 4.6% | +46.9% |
| PGNY | Progyny Inc | 4.6% | -10.0% |
| RRC | Range Resources Corp | 4.4% | +9.8% |
| DK | Delek US Energy Inc | 4.4% | +8.2% |
| C | Citigroup Inc | 4.4% | +35.9% |
| BAC | Bank of America Corp | 4.3% | +22.0% |
| OTEX | Open Text Corp | 4.2% | -0.9% |
| COP | ConocoPhillips | 4.2% | +1.9% |
| VC | Visteon Corp | 4.2% | -6.5% |
| MET | MetLife Inc | 4.1% | +0.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | EAT | 5.8% → 5.7% |
| Sep 7, 2026 | SELL | PGNY | 4.6% → 4.6% |
| Sep 7, 2026 | BUY | MET | 4.1% → 4.1% |
| Sep 7, 2026 | SELL | CMC | 5.5% → 5.7% |
| Sep 7, 2026 | BUY | VC | 4.2% → 4.2% |
Investment Style Analysis
Easterly Investment Partners LLC is widely recognized for employing a Value strategy. As of Sep 11, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Diversified and Steel sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Easterly Investment Partners LLC made a significant move by reducing the position in EAT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Easterly Investment Partners employs a fundamental, contrarian value philosophy that emphasizes bottom-up research to identify high-conviction investment ideas. The firm focuses on companies that satisfy three primary criteria: value, contrarian positioning, and the presence of a discernible catalyst. By targeting out-of-favor stocks with sound financial conditions where a gap exists between market perceptions and economic realities, EIP seeks to achieve superior risk-adjusted returns. Their process is designed to exploit investor overreactions to negative surprises, utilizing predictive research to identify specific events or catalysts that will drive future valuation and close price-to-value gaps.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Easterly Investment Partners LLC.
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Frequently asked questions
How is the simulated portfolio for Easterly Investment Partners LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Easterly Investment Partners LLC's largest holding?
As of the latest filing, Easterly Investment Partners LLC's top position is Abercrombie & Fitch Company (ANF), representing 7.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Easterly Investment Partners LLC's historical performance and risk profile?
Our simulation indicates a total return of +30.3% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.58, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Easterly Investment Partners LLC primarily invest in?
Easterly Investment Partners LLC has a strong preference for the Banks - Diversified sector, which makes up 14.8% of their disclosed assets. The portfolio also has exposure to Steel, indicating a specific thematic focus.
Is Easterly Investment Partners LLC's portfolio concentrated or diversified?
Easterly Investment Partners LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 20.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Easterly Investment Partners LLC performed in 2026?
Our AI-simulated model portfolio for Easterly Investment Partners LLC tracks a Year-to-Date (YTD) return of +16.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jack Murphy manage Easterly Investment Partners LLC directly?
Yes, Jack Murphy serves as the key portfolio manager for Easterly Investment Partners LLC, overseeing the investment strategy and final capital allocation decisions.