General Investing >> Money Manager Interviews >> December 11, 2015

Seeking Growth Simultaneous with Value

Yucius Jr., David
David Yucius Jr., CFA, is Portfolio Manager of Lebenthal Asset Management. He is responsible for the LAM Aurora GARP Strategy. Mr. Yucius has been managing the Aurora GARP strategy for 20 years, mostly as Portfolio Manager and President of Aurora Investment Counsel, an Atlanta-based boutique. His investment career began in 1990, managing an investment consulting business for a regional brokerage firm in Atlanta. Mr. Yucius has been widely quoted in various media, including The New York Times, The Atlanta Journal-Constitution and Bloomberg News. Mr. Yucius is a Chartered Financial Analyst who employs quantitative and fundamental analysis toward his investment recommendations. Profile
TWST: Can you tell us what fund you’d like to talk about today, its investment philosophy and a little bit about your investment process?

Mr. Yucius: The LAM Aurora GARP Strategy is