Kevin C. Smith, CFA – Founder and CEO

Mr. Smith is the owner, founder, and CEO of Crescat Capital. He manages the investment team. He has twenty-one years of portfolio management experience and has been the primary portfolio manager of Crescat’s investment strategies since the firm’s inception. He is the architect of Crescat’s quant models. Prior to Crescat, he worked as an investment executive at Kidder Peabody. He holds an MBA from the University of Chicago, Booth School of Business with a specialization in finance and concentration in statistics. He earned an undergraduate degree in economics from Stanford University. He holds the Chartered Financial Analyst designation.

Letter from the Founder

Linda Carleu Smith, CPA – Chief Operating Officer

Ms. Carleu Smith manages Crescat’s operations and client service team. She serves as point person for the firm’s external accountants, auditors, and institutional clients. As a licensed Certified Public Accountant, she provides counsel to Crescat’s high-net-worth clients on retirement, tax, and estate planning matters. She has worked for Crescat and its predecessors since their inception in 1998. In the past, she has also worked in both audit and tax for two public accounting firms. She was an investment executive with Kidder Peabody. She holds an MBA from the University of Chicago, Booth School of Business and a BA in English Language and Literature from Tufts University.

Otavio (“Tavi”) Costa – Emerging Markets Analyst

Otavio Costa works on the Crescat investment team as a research analyst with a focus on global macro themes, foreign markets, and currencies. “Tavi” is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, Tavi worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. He played NCAA Division 1 tennis for Liberty University. He is a Level-2 CFA candidate.

Nils Jenson – Energy and Materials Analyst

Nils Jenson serves on the investment team where he focuses on the energy and materials sectors. Nils’ specialized economics background and quantitative skills help Crescat to identify and capitalize on important sector trends. Prior to joining Crescat, Nils worked in natural resource policy for Senator Mark Udall. Nils holds an MS in Mineral and Energy Economics from the Colorado School of Mines and an MA in Economics from the University of Colorado. He also earned a BA in Economics from the University of Denver.

Kevin Ludolph – Portfolio Analyst/Systems Manager

Kevin Ludolph is responsible for certain firm operations including maintaining fund track records, preparing month and quarter-end reports as well as monitoring our network and internal systems. He graduated from the University of Colorado, Leeds School of Business earning a Bachelor of Science in Business Administration with an emphasis in Finance. During his time at the University of Colorado, Kevin developed strong analytical and critical thinking skills as well as programming knowledge in multiple languages.