LEVIN CAPITAL STRATEGIES, L.P.

Levin Capital Strategies is an investment management firm based out of New York. The company was founded in 2005 by John A. Levin, who is currently still with the company acting as its CEO and Chairman. Levin Capital Strategies currently has 31 employees with 21 of them being investment professionals and operates under the controlling majority ownership of the John A. Levin 2005 Separation Trust, which alone holds over three quarters of the company’s total ownership, with the remaining ownership being held by John Andrew Levin himself and various key executives. The company utilizes a fundamental analysis with a bottom up investment approach, investing in public equity and fixed income markets on a global scale and mainly focusing on the large cap stocks of selected companies. Levin Capital Strategies invests its assets across a variety of sectors, allocation its investments in the finance, industrials, information technology, health care, consumer staples, energy, consumer discretionary, and materials sectors, among others to a lesser degree, in order of decreasing allocation. The company currently holds over $9 billion in total assets under management spread across 379 accounts all of which are discretionary accounts except for 2, which makes up $260 million of its held assets. Although the firm’s total number of accounts has been growing at a steady rate in recent years, its total assets under management has increase significantly, growing from $2.85 billion back in 2010 to well over three times that amount today. Levin Capital Strategies mainly caters to high net worth individuals, which alone makes up over half of its client base, and also provides its services to individuals, state or municipal entities, corporations or other businesses, pooled investment vehicles, investment companies, charitable organizations, pension and profit sharing plans, banking institutions, and insurance companies, among others, in order of decreasing clientele.