September 27, 2016 4:12 AM ET

Capital Markets

Company Overview of Valueworks, LLC

Company Overview

Valueworks, LLC is an employee owned investment manager. The firm provides its services to individuals, high net worth individuals, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm invests in the public equity and fixed income markets of the United States. It typically invests in the stocks of small and large capitalization companies. For the fixed income portion, the firm invests in corporate and government bonds. It employs a fundamental analysis to make its investments. The firm conducts in-house research to make its investments. Valueworks, L...

One World Trade Center

Suite 84-G

New York, NY 10007

United States

Founded in 2001

Phone:

212-819-1818

Fax:

212-819-1463

Key Executives for Valueworks, LLC

President, Chief Investment Officer, Principal, Chief Compliance Officer, and Portfolio Manager
Chief Operating Officer and Director of Marketing
Analyst and Director
Analyst and Director
Research Analyst
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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