Charles Spencer Lemonides

Mr. Charles S.
Lemonides, CFA, is Founder at ValueWorks LLC.
He founded the firm with the goal to broaden availability of his conceptual value investing discipline in the retail and institutional investor communities.
He leads investment research and portfolio management at the firm and has final authority for all investment decisions.
He is a member of the New York Society of Security Analysts.
During Mr. Lemonides's tenure in Gruntal’s Research Department beginning in 1986, Charles honed skills covering risk arbitrage, the banking industry, and special situations.
He notably spearheaded the addition of high yield bonds and distressed securities to the department’s coverage.
In 1994, he joined Sterling Advisors, an investment advisory unit of Gruntal & Co., he became Chief Investment Officer of Sterling the following year.
In 1999, he merged this internal investment practice into the independent advisory firm M&R Capital.
As Chief Investment Officer of M&R Charles began branding the composites he brought over from Sterling under a ValueWorks banner, laying the ground for establishing ValueWorks as a fully independent firm in October of 2001.
Mr. Lemonides received his Bachelor’s degree in History from Vassar College and pursued graduate studies in Economics at New York University.
He received his CFA designation in 1989.