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 $321,832,000
Change This QTR +1.05%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. CHRD 200,033 $33,552,000 -4% 10.42%
2. VAL 319,637 $23,813,000 -5% 7.39%
3. TDW 245,176 $23,343,000 -2% 7.25%
4. HY 256,355 $17,876,000 +1% 5.55%
5. MLP 722,828 $15,938,000 +2% 4.95%
News, Interviews and Investor Letters