Our Portfolio
We believe our people are the key to our success. We employ intellectually gifted, personable, motivated, and highly skilled professionals in all areas of our business. By encouraging and rewarding teamwork, we are able to deliver differentiated products and results. Our team is comprised of experts with backgrounds in corporate restructurings and credit, investment banking, law, structured finance and specific industry sectors. The combination of these skills allows us to analyze events and understand the risks and returns involved in a transaction. As a result of our collaborative partnership structure, we have benefited from low turnover of senior professionals.
Lever & Co employees have become the largest investors in the funds by consistently reinvesting gains back into the funds and compounding over time. Similarly, a majority of the firm’s total assets have accumulated through compounding performance gains over time.
What if you could grow a $10,000 portfolio into $565,000 – or even a $100,000 portfolio into $5.6 million – without spending hours glued to charts or learning complex trading strategies?
Investments
Current Investments
AAPL, BrK-B, JPM, SLV, JnJ, WFC, V, GILD, BLK, TSLA, GOOGL, MSFT, AMZN, TSX: IMO, NYSE:NOG, DVN, -PATK, BESI, MSTR, -EPA:ACA, LLY, NVDA, FR00140009Z9, FR0050000423, FR001400NIW9, SWISS RE, BNP, -TD BANK, LVMH, GWL, XAU, TTE, BMO, BNS, CIBC, SPY, QQQ, ETH, BTC.
Past Investments
CAMBER ENERGY, DPW HOLDINGS, AMPLIPHI BIOSCI, MIDATECH PHARMA, APPRICUS BIOSCI, INTELLIPHARMACT, CELLDEX THERAPT, GENERAL MOLY IN, BRIDGELINE DGTL, BIO-PATH HLDGS, NATL AMER UNIV, SUNWORKS INC, VALERITAS HLDGS, SYNERGY PHARMAC, MILESTONE SCI, ADVAXIS INC, PERNIX THERAPTC, SUNESIS PHARMA, ZION OIL&GAS, NORDIC AM OFFSH, NEURALSTEM INC, EDGE THERAPEUTC, WEATHERFORD INT, EVINE LIVE INC, ENSERVCO CORP, CYTRX CORP, ARADIGM CORP, FUELCELL ENERGY, PRESBIA PLC, TORCHLIGHT EGY, MICROVISION INC, SPAR GROUP INC, CAPRICOR THERAP, ENDOLOGIX INC, CAPSTONE TURBIN, ASCENT CAP GRP, STREAMLINE HLTH, CURIS INC, DIGIRAD CORP, DURECT CORP, Alkaline Water Co Inc (The), NEUROMETRIX INC, KINGOLD JEWELRY, CASTLE BRANDS, CYCLACEL PHARMA, SGOCO GROUP LTD, CHINA NEW BORUN, RECON TECHNOLOG
SECOND SIGHT MD, PARAMOUNT GOLD, RITE AID CORP, DANAOS CORP, EP ENERGY CP-A, BIOCEPT INC, PLURISTEM THERA, CHINA CERAMICS, NAKED BRAND GRP, US GLOBAL INVS,
PEDEVCO CORP, SERVICESOURCE, CHINA HGS REAL, SUMMIT THERAPTC, APPROACH RESRCS, FLOTEK INDU INC, INDUSTRIAL SVCS, NOVAN INC, GTX INC, PIER 1 IMPORTS, CHINA INTERNET, BIOTIME INC, STAGE STORES, ALTA MESA RSRCS, CHINA FIN ONLIN, KOPIN CORP, GERON CORP, SPI ENERGY LTD, ABRAXAS PETE/NV, PLUG POWER INC, CTI BIOPHARMA, LIGHTPATH TECH, TEEKAY OFFSHORE, BROADWIND ENRGY, TITAN MEDICAL, OSSEN INNOV-ADR, FTD COS INC, OCWEN FINL CORP, VALHI INC, GEE GROUP INC, WESTPORT FUEL, MONEYGRAM INTL, FUSION CONNECT, PRECISION DRILL, TETRA TECH DEL, ONCOLYTICS BIO, HEXINDAI INC, MAIDEN HOLDINGS, VOXELJET AG-ADR,
MAXWELL TECH, CCA INDUSTRIES, ELECTRAMECCANCA, LLOYDS BANK GRP, NOMURA HLDG-ADR, KOSMOS ENERGY, ENCANA CORP, OASIS PETROLEUM, MOBILE TELE-ADR, CAESARS ENTERTN, First Trust New Opportunities MLP & Energy Fund Com, BLACKBERRY LTD, TRANSOCEAN LTD, AL UMINUM CP-ADR, SLM CORP, DIAMONDROCK HOS, NAVIENT CORP,
JAGGED PEAK EGY, FNB CORP, TATA MOTORS-ADR, ClearBridge MLP & Midstream Fund Inc Com, RPC INC, NEWS CORP NEW-A, ARDAGH GROUP SA, PATTERSON-UTI, NEWS CORP-B,
SEADRILL LTD, BRANDYWINE RT, FIRST HRZN NATL, NEWFIELD EXPL, CNO FINL GRP, COMMSCOPE HLDG, MANCHESTER UTD, HOME BANCSHARES, INVESCO LTD, HUNTSMAN CORP, JEFFERIES FINL, ASSOC BANC CORP, TECHNIPFMC PLC, PLDT INC, UTD STATES STL, Invesco Exchange-Traded Fund Trust II Sr Ln ETF, STANTEC INC, COLFAX CORP,
JABIL INC, SKECHERS USA-A, TRI CONTL, CHEMOURS COMPNY, iShares Inc. iShares MSCI Canada ETF, APOLLO GLOBAL-A, ISHARS-GERMANY, AVIS BUDGET GRP, ALCOA CORP,
NAVISTAR INTL, TEREX CORP, AECOM, KNIGHT-SWIFT TR, ISHARS-INTL SD, TENNECO INC, WERNER ENTRPRS, APERGY CORP, UNUM GROUP, UNION BANKSHARS, LOGITECH INTL,
STEEL DYNAMICS, AMERIGAS PARTNR, SPDR Index Shares Funds SPDR EURO STOXX 50 ETF, SYNOVUS FINL CP, SPDR-BBC HY BD, AUTONATION INC, INTL BANCSHARES,
FLUOR CORP-NEW, BORG WARNER INC, LAZARD LTD, AIR LEASE CORP, PACWEST BANCORP, EATON VANCE, CORELOGIC INC, WORTHINGTON IND, iShares Trust iShares Europe ETF,
ATHENE HOLDING, SPDR Series Trust SPDR S&P Bk ETF, WESTERN ALLIANC, DOMTAR CORP, PENSKE AUTO GRP, FULLER(HB) CO, iShares Trust iShares MSCI ACWI ex US ETF,
CIT GROUP, FLIR SYSTEMS, DELUXE CORP, STERICYCLE INC, ZIONS BANCORP, CABOT CORP, iShares Trust iShares MSCI EAFE Value ETF, EAST WEST BC, AERCAP HLDGS NV,
CDK GLOBAL INC, SEI INVESTMENTS, WisdomTree Trust Japan Hedged Equity Fd, RYDER SYS, GROUP 1 AUTO, METHANEX CORP, iShares Trust iShares MSCI EAFE Small-Cap ETF, BANCO SANTAN SA, AEGON N V, ROYAL BK SC-ADR, SUMITOMO-MITSUI, General Electric Co, CORPORACION SA, BARCLAY PLC-ADR, DEUTSCHE BK AG, FREEPT MC COP-B,
JAMES HARDI-ADR, ING GROEP-ADR, UBS GROUP AG, HUNTINGTON BANC, STMICROELECTRON, REGIONS FINL CP, MANULIFE FINL, KEYCORP NEW, HOST HOTEL&RSRT, WESTPAC BK ADR, ABB LTD-ADR, ARCELOR MITTAL, ETF Series Solutions American Energy Independence ETF, TENARIS SA-ADR, NOBLE ENERGY, SPDR-FINL SELS, CRH PLC-ADR, BANK OF AMER CP, DEVON ENERGY, SASOL LTD -ADR, HALLIBURTON CO, Schwab Strategic Trust Intl Equity ETF, NATL OILWELL VR, BLACKSTONE GRP, MYLAN NV, SUNCOR ENERGY,
CONAGRA BRANDS, APACHE CORP, BRITISH AM TOB, SUN LIFE FINL, PRUDENTIAL PLC, ISHARS-EMU IDX, SHINHAN FIN-ADR, TAPESTRY INC, FRESENIUS MED, Vanguard Tax-Managed Funds Vanguard FTSE Developed Mkts ETF, AMER INTL GRP, METLIFE INC, GENL MILLS, MORGAN STANLEY, KB FINL GRP-ADR, SCHWAB(CHAS), HARTFORD FIN SV,
SCHLUMBERGER LT, PRINCIPAL FINL, LOEWS CORP, MAGNA INTL CL A, RIO TINTO-ADR, E TRADE FINL CP, Vanguard International Equity Index Funds FTSE All-World ex-USA Index Fd ETF, Vanguard International Equity Index Funds Vanguard FTSE Europe ETF, WELLS FARGO-NEW, TEXTRON INC, WPP PLC, TORONTO DOM BNK, ISHARS-JAPAN,
ALTRIA GROUP, TYSON FOODS A, LINCOLN NATL-IN, SUNTRUST BKS, CITIGROUP INC, BEST BUY, ISHARS-EAFE, MARATHON PETROL, EMERSON ELEC CO, STATE ST CORP, DISCOVER FIN SV, Select Sector SPDR Trust Industrial, SKYWORKS SOLUTN, BANK MONTREAL, ROYAL BANK CDA, ANHEUSER-BU ADR, COMERICA INC, EASTMAN CHEM CO, ORIX CORP-ADR, VALERO ENERGY, RYANAIR HLDGS, CDN IMPL BK, ISHARS-RS M VL, CAPITAL ONE FIN, ALLSTATE CORP, PRUDENTIAL FINL, LYONDELLBASEL-A, TIFFANY & CO, NORTHERN TRUST, T ROWE PRICE, CELANESE CORP, HUNT (JB) TRANS, UTD PARCEL SRVC, JPMORGAN CHASE, AMERIPRISE FINL.