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Chris Leshock
Portfolio Manager and Equity Analyst at QSV Equity Investors LLC
About
Chris Leshock is a portfolio manager and equity analyst currently with QSV Equity Investors LLC, based in Chicago, IL. In his role, he is responsible for managing equity portfolios and was pivotal in launching the firm's Focused Alpha strategy, reflecting a commitment to concentrated, high-conviction investing. Leshock’s expertise centers on the analysis and management of U.S. small- and mid-cap equities, with a focus on uncovering value and growth opportunities within these segments.
Previously, Leshock served as Portfolio Manager and Equity Analyst at Ballast Equity Management, where he managed the Ballast Focused Alpha strategy, emphasizing U.S. equities. His earlier experience includes a consulting and interim senior analyst role at Schwartz Capital Group and a decade as Partner and Equity Analyst at Perkins Investment Management, where he contributed to value-oriented mutual fund strategies. Throughout his career, he has built a reputation for disciplined research, rigorous fundamental analysis, and a focus on long-term value creation.
Leshock holds an MBA in Finance from DePaul University’s Driehaus College of Business and a Bachelor’s degree in Accounting from Marquette University. His professional achievements include launching new portfolio strategies and playing a key role in the growth and performance of institutional equity products. He is recognized for his in-depth sector knowledge and hands-on management of equity portfolios, particularly within the small- and mid-cap asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ballast Equity Management, LLC | Portfolio Manager and Equity Analyst | Jan 2017 to Nov 2022 | Analyst and Portfolio Manager of the Ballast Focused Alpha strategy. Ballast/QSV was founded by several members of Perkins Investment Management and specializes in small- and mid-cap value investment... |
| Schwartz Capital Group | Consultant and Interim Senior Investment Analyst | Jan 2015 to Jan 2017 | Two separate consulting engagements where I was responsible for improving daily investment operations, cash flow management, and portfolio performance at a $600m aum Family Office. Investment groups ... |
| Perkins Investment Management, LLC | Partner and Equity Analyst | Jan 2004 to Jan 2015 | Responsible for fundamental research activities, risk/reward analysis, and investment recommendations on equities within the Basic Materials, Energy, and Industrials sectors, at a $10B to $20B AUM val... |
| Morgan Stanley | Sell-side Equity Research Associate | Jan 2000 to Jan 2004 | • Member of the top-ranked Transport team under Managing Director, James Valentine. • Responsible for all aspects of Morgan Stanley’s research, publications, earnings estimates and stock ratings on No... |
| Resource Data International RDI (now Platt's/McGraw Hill) | Senior Consultant | Jun 1995 to Jun 2000 | Generated detailed, bottoms-up, 20-year supply/demand forecasts of energy and transportation markets. Provided customized consultation services to clients in the electric power, natural gas, coal, and... |
| ComEd | Analyst | Jan 1991 to Jan 1995 | Analyst within the Fuel Purchasing department responsible for negotiating, contracting, and overseeing coal and coal transportation services ($300m annually) for a dozen generating stations in Illinoi... |
Education
DePaul Driehaus College of Business
MBA, Finance
1993 — 1995
Marquette University
Bachelor's Degree, Accounting
1987 — 1991