Kevin C. Smith, CFA – Founder and CEO

Mr. Smith is the founder and CEO of Crescat Capital. He manages the investment team. He has twenty-one years of portfolio management experience and has been the portfolio manager of Crescat’s investment strategies since inception. He developed Crescat’s global macro investment process and is the inventor of Crescat’s systematic equity DCF valuation model. 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.

Derek Chow – Director of Marketing

Derek is responsible for leading the firm’s marketing and business development activities with RIAs, family offices and high net worth individuals. Derek previously served as Head of US Intermediary Distribution at Matthews Asia where he led the firm’s U.S. relationship business with RIAs, family offices, broker dealers and private bank clients. Prior to that, he was Senior Vice President and Business Development Manager with Voya Investment Management and Head of U.S. Retail Distribution for FAF Advisors/ First American Funds. He has over 25 years’ experience in the financial services industry including sales-management positions at Lincoln Financial, Strong Investments, Fidelity and Nuveen. Derek began his career as a fixed income analyst and portfolio manager with Back Bay Advisors. He earned a bachelor’s degree from Dartmouth College.

Otavio (“Tavi”) Costa – Global Macro 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.

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.

Trevor Smith – Financial Analyst Intern

Trevor Smith is an engineering student at the University of Colorado Boulder studying applied mathematics and economics. At Crescat, he is working to help refine Crescat’s fundamental equity and macro models by creating algorithms and acting as an intermediary with Crescat’s software developers. He further assists with trading, research, and operations. Trevor is an award-winning classical and jazz pianist who has performed internationally.