Lebed Asset Management, helping individuals and families build wealth through contrarian investing. Lebed Asset Management is an independent registered investment adviser providing high-quality investment management services to high net worth individuals and families across the country. The firm was founded in 2003 based on the belief that capital markets are dominated by short-term thinking and a herd instinct.
Too often individual investors follow the crowd and investment results suffer. By contrast, we seek to take an independent view and exploit the market's excessive focus on today's headlines to benefit our clients over the long haul. We believe that putting stocks at the core of an investment portfolio provides the ideal foundation for achieving long term financial goals and objectives.
Too often individual investors follow the crowd and investment results suffer. By contrast, we seek to take an independent view and exploit the market's excessive focus on today's headlines to benefit our clients over the long haul. We believe that putting stocks at the core of an investment portfolio provides the ideal foundation for achieving long term financial goals and objectives.
Services
About Us
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Jay is the founder and chief executive officer of Lebed Asset Management. He graduated from Swarthmore College with highest honors in 1982, where he won the Brinkmann Prize in Mathematics. In 1988 Jay was awarded a Ph. D. in philosophy and psychology from MIT. He spent the next fourteen years in various capacities with Lewtan Technologies, a Waltham, MA-based provider of analytics for the structured finance business.
Investment Management
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Lebed Asset Management is a registered investment adviser serving high-net worth individuals and families across the country. We manage portfolios designed in accordance with a client's goals and objectives and risk tolerance. All client portfolios include a core portfolio of individual stocks diversified by sector and market capitalization.
Investment Philosophy
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We believe that putting stocks at the core of an investment portfolio provides the ideal foundation for achieving long term financial goals and objectives. We believe that diversification within and across asset classes is an essential element of risk management. We believe that capital markets are frequently dominated by short-term thinking and a herd instinct.
Contrarian Investing
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Human nature leads most investors to follow the herd. Securities and sectors favored by the herd tend to be overvalued, while out-of-favor securities and sectors tend to be undervalued. We believe the best long-term investment results come from avoiding the herd and focusing on securities and sectors that are unloved and undervalued.
Disciplined Process
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Our investment process begins with a detailed understanding of a client's financial situation including current and future income needs, tax considerations and risk tolerance. The neutral allocation provides an appropriate asset mix in light of these factors and assumes a neutral macroeconomic environment.
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