Lateef Investment Management Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Lateef Investment Management is an investment management firm based in San Francisco, California, founded in 1974. The firm pursues long-term capital appreciation and principal preservation by managing a concentrated, high-quality growth portfolio that aims to differ from the overall market, anchored by a belief that earnings growth drives stock valuations over time. Its portfolios are characterized by a high active share and typically encompass a diversified set of 15 to 25 companies, reflecting a focus on meaningful quality over sheer quantity. The target clients are investors seeking durable capital growth and protection of capital, with the firm emphasizing disciplined, fundamental investing as the core of its approach. The organization situates itself within the asset management industry as a differentiated, long-horizon equity manager that adheres to a consistent investment philosophy developed over more than four decades. A recent development noted is the firm’s ongoing emphasis on maintaining a differentiated portfolio strategy through its concentrated, high-active-share approach.

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