Charles Leedy Email and Phone Number

I am a contrarian. I believe that deep due diligence, deep thinking, and market experience create investment success. Sadly, expertise and investment skill have largely disappeared from the institutional landscape. Leaving behind a cadre of individuals who may have great intelligence, great data intelligence, but they have no investment intelligence. They are facile with the conceptual level, but do not truly understand the uncertainty and limitations inherent in financial tools. Nor how to use those tools."Quants", by and large, are no better. Regressions and beta are their stock in trade. Many exhibit no interest in understanding "what's causing this relationship." Successful portfolios are the result of deliberate asset research, deep and broad analysis, deep due diligence, proper selection of fund managers, purposeful action plans and consistent goal-driven investment programs. I am fortunate to have been involved in most areas of Research, Selection, Allocation, and Investment Management. And I have had notable success in each of these areas. I enjoy the deep analysis and even ‘on the ground’ research I get involved in to ensure we are choosing the best possible assets and managers for the Portfolios we manage. Asset Class Research begins with subscribing to news and research sources that have proven themselves over time. Synthesizing this information and applying experience and judgement helps me make the best allocation decision I can. Doing deep due diligence on public and private managers has helped me select those with a high probability of success. Often this entails, researching the sources of the managers’ return and uncovering sometimes hidden information. Strong quantitative analysis allows me to select the best market index funds for our portfolio. Analyzing results and making informed decisions regarding asset allocation adjustments, manager changes, and fund implementation have resulted in consistently beneficial results for the funds I am involved in.