S. Fitzgerald Haney

Managing Director, Institutional Sales & Client Relations at Lyrical Asset Management LP

S. Fitzgerald Haney

S. Fitzgerald Haney

Managing Director, Institutional Sales & Client Relations at Lyrical Asset Management LP

Overview
RelSci Relationships

8735

Number of Boards

5

Interests

Travel, Skiing, Mountain Biking

Contact Data
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Relationships
RelSci Relationships are individuals S. Fitzgerald Haney likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Pzena Investment Management, Inc.

Relationship likelihood: Strong

Co-President & Director at Pzena Investment Management, Inc.

Relationship likelihood: Strong

Fund Advisor at Pzena Investment Management LLC

Relationship likelihood: Strong

Co-Head, Equity Dividend Team at BlackRock, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Business Roundtable

Relationship likelihood: Strong

Research Director, Portfolio Manager & Principal at Pzena Investment Management, Inc.

Relationship likelihood: Strong

Faculty Member, War & Foreign Affairs at Hertog Foundation, Inc.

Relationship likelihood: Strong

Former Chief Financial Officer at Pzena Investment Management, Inc.

Relationship likelihood: Strong

General Counsel & Chief Compliance Officer at Pzena Investment Management LLC

Relationship likelihood: Strong

Principal & Portfolio Manager at Pzena Investment Management LLC

Relationship likelihood: Strong

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S. Fitzgerald Haney
Managing Director, Institutional Sales & Client Relations at Lyrical Asset Management LP
Education
M.S. in International Business & Diplomacy with Distinction
Class of 1991

The Edmund A. Walsh School of Foreign Service (SFS), founded in 1919, is a premier school of international affairs. At Georgetown’s Washington, D.C. and Qatar campuses, SFS provides a rigorous education combining theory and practice and instills the values of service. School of Foreign Service provides students a rigorous education in international affairs that combines theory and practice and instills the values of service to others, offered by a faculty of outstanding scholars and practitioners who are committed to teaching, learning and discovery.

Career History
Managing Director, Institutional Sales & Client Relations
2020 - Current

Lyrical Asset Management employs a value investment approach. They believe that a portfolio of companies with low valuations relative to their long-term normalized earnings power will outperform the overall market over time. The firm's philosophy is to invest only in businesses that they believe are of high quality. Investments are limited to publicly-traded equity securities and cash equivalents. Clients may impose restrictions on investing in certain securities or types of securities. Lyrical Asset Management begins with a universe of the top 1,000 US stocks (market-cap around $3 billion), and then uses a proprietary screen to generate investment candidates. The screen estimates a fair price for each stock applying a normalized multiple to an estimate of 5-year forward normalized earnings, which is calculated by taking the historical earnings trend line of a company and consensus estimates for future earnings and statistically extrapolating forward 5 years. Each portfolio candidate/stock idea goes through a fundamental research process. This process is designed to develop an understanding of the business, including drivers of growth and profitability, competitive advantages, position and leverage with customers and suppliers, historical and potential business threats/opportunities, and management style, objectives and incentives. Attractive investment ideas are considered for inclusion in the portfolio. These are companies where Lyrical believes the investment controversy to be temporary, where the underlying business has sufficient quality and durability, and where the discount in the stock price is large enough to compensate for the risks of the investment.

Partner, Head of Strategic Development
2017 - Prior

Viola Group provides investment services. The company was founded by Avi Zeevi, Harel Beit-On and Shlomo Dovrat in 1999 and is headquartered in Herzeliya, Israel.

Principal
Prior - 2015

Pzena Investment Management is a global investment management firm that employs a classic value investment approach. The firm began managing assets on January 1, 1996. Our solid return record and reputation for business integrity, research excellence, and devotion to our investment philosophy has led to significant growth in our business. As of February 28, 2013, the firm managed $18.9 billion in assets for leading corporate, public, and individual clients. Our team is made up of 69 employees. Our headquarters is in New York City, with a representative office in Melbourne, Australia.

Political Donations
$5,000
2012

Senator from Virginia

$2,500
2011

Senator from New York

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