Charles Lemonides, Founder

Charles founded ValueWorks with the goal to broaden availability of his conceptual value investing discipline in the retail and institutional investor communities.  Charles leads investment research and portfolio management at ValueWorks and has final authority for all investment decisions.  

Charles’ philosophy of value investing was born at the regional brokerage Gruntal & Co.  During his 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, Charles joined Sterling Advisors, an investment advisory unit of Gruntal & Co.; he became Chief Investment Officer of Sterling the following year.  In 1999 Charles 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. 

Charles 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 and is a member of the New York Society of Security Analysts. Charles has been featured in prominent print and broadcast financial media throughout his career.  Charles is a lifelong New Yorker and an avid traveler.  The only place he finds more engaging than NYC is the place on the map he is visiting next.

Mario J Del Pozzo, Managing Director

Mario joined ValueWorks in 2018 and is responsible for the Business Development efforts of ValueWorks and for maintaining superior relationships with existing clients and expanding Valueworks’ reach with the Institutional community. Prior to this position, Mario ran a European Single-Family Office in New York City with a focus on Alternative Investments and Real Estate.

He has spent over 25 years in the financial sector both in New York City and Europe specializing in capital markets and wealth management, primarily focused on the sales and trading side of the business. Mario also served as a Director of Theorema Europe Fund Ltd (a European long/shorty equity fund) between 2009 and 2015.

Mario holds a B.A. in Economics from Vassar College and an M.B.A. from INSEAD, in Fontainebleau, France.

Mario enjoys the outdoors and is an avid alpine skier and tennis player.

Mac Campbell, Analyst

Mac initially interned at ValueWorks in 2019 and joined the team full-time after graduating from the University of Alabama in 2020 with a B.S. in Finance and concentration in value investing. He received the CFA designation in 2024 and is a member of the CFA Society New York.

He joined the team as a research analyst and works closely with our CIO. His primary focus is conducting security-specific research to support ValueWorks’ investment process.

Outside of the office, Mac loves being outdoors and on the water, and particularly enjoys snow skiing, wakeboarding, and golf.