Hedge Fund - Valueworks LLC

Charles Lemonides Bio, Returns, AUM, Net Worth

ValueWorks LLC is a New York-based, deep value-focused long/short equity hedge fund founded in 2001 by Charles Lemonides. Charles Lemonides is a CFA who previously served as the Chief Investment Officer of Sterling Advisors, an investment advisory unit of Gruntal & Co. ValueWorks LLC currently managed around $210 million, with most of that invested in U.S equities.

ValueWorks has a long bias and registered gains of 23.3% in 2012 and 68.8% in 2013. The deep value hedge fund lost 7.6% in 2014 and 33.1% in 2015. Investors who stuck with ValueWorks after the 33% loss in 2015 were rewarded with a 66.5% gain in 2016 and a 24.2% gain in 2017.

Charles Lemonides
Fund Profile
Filing Period:
Fund Name: Valueworks LLC
Manager Charles Lemonides
Portfolio Value $294,451,000
Change This QTR +1.07%
Fund Holdings Sector Distribution
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Last update:
No. Security Ticker Shares Value Activity % Port History
1. CHRD 210,267 $34,978,000 -8% 11.87%
2. TDW 360,379 $25,987,000 -6% 8.82%
3. VAL 296,789 $20,351,000 -1% 6.91%
4. MSB 796,372 $16,302,000 -2% 5.53%
5. TUSK 3,349,718 $14,940,000 -1% 5.07%
News, Interviews and Investor Letters