Charles Lemonides founded ValueWorks in 2001 and serves as Chief Investment Officer with final authority for all investment decisions. He holds a History degree from Vassar College, pursued graduate economics studies at NYU, and earned the CFA designation in 1989. His value investing philosophy was developed at regional brokerage Gruntal & Co. starting in 1986 and later at Sterling Advisors where he served as CIO. The firm operates with six employees, three in investment advisory functions, managing 105 discretionary client accounts. Supporting team includes Mario J Del Pozzo as Managing Director since 2018 handling business development, Linette Lopez as Director since December 2024 for communications, and Mac Campbell as Analyst since 2020 with CFA designation earned in 2024.

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ValueWorks employs a deep value investment strategy based on the core belief that 'value investing works because controlling quality assets at a discount to what they are worth earns attractive returns over time.' The firm defines value investing as 'buying the best-quality assets at the best possible prices... paying only $0.50 to $0.75 for $1.00 worth of assets.' Their investment process involves identifying misunderstood securities, appraising underlying assets, assessing market price versus intrinsic value, re-evaluating investments continually, and exiting when full valuation is reached or investment thesis changes. Risk management is achieved through knowledgeable security selection, reasonable diversification and steadfast discipline, with the firm stating they don't view mark-to-market volatility as risk-to-principle.

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