Kathleen Barton

Portfolio Manager-Equities at

Income Research & Management, Inc.

Finance

Consumer Services

Profile

Ms. Kathleen A. Barton, CFA, is an Associate Portfolio Manager at Income Research & Management, Inc. Prior to joining the firm, Ms. Barton was an Analyst specializing in Structured Products at Longfellow Investment Management Co., LLC.
She has a BA in Economics and International Relations from Mount Holyoke College.

Kathleen Barton active positions

Companies	Position	Start
Income Research & Management, Inc. Income Research & Management, Inc. Investment ManagersFinance IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe.	Portfolio Manager-Equities	31/12/2024

All active positions of Kathleen Barton

Former positions of Kathleen Barton

Companies	Position	End
Longfellow Investment Management Co. LLC Longfellow Investment Management Co. LLC Investment ManagersFinance Longfellow manages US fixed income, absolute return, alternative, US, international, and emerging market equity strategies that seek to deliver attractive long-term risk-adjusted returns over each market cycle. The firm combines top-down risk management with bottom-up security selection.	Analyst-Fixed Income	31/08/2021

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Linked companies

Private companies	3
Longfellow Investment Management Co. LLC Longfellow Investment Management Co. LLC Investment ManagersFinance Longfellow manages US fixed income, absolute return, alternative, US, international, and emerging market equity strategies that seek to deliver attractive long-term risk-adjusted returns over each market cycle. The firm combines top-down risk management with bottom-up security selection.	Finance
Income Research & Management, Inc. Income Research & Management, Inc. Investment ManagersFinance IR+M’s investment philosophy is based on their belief that careful security selection and actively managing portfolio risk provides superior results over the long-term. The firm strives to deliver strong performance over the market cycle via an understandable and consistent investment process. IR+M constructs portfolios using a disciplined bottom-up investment approach to select what they believe to be the most attractive securities from the fixed income universe.	Finance
Mount Holyoke College Mount Holyoke College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services