Leonard C. Mitchell, CFA

Principal, Senior Portfolio Manager

lmitchell@meritageportfolio.com

Len is a Principal and serves as the lead manager of the Meritage Growth Equity and co-manager of the Meritage Small Cap Equity strategy. Len has over 35 years of investment experience. Len began his investment career as an oil and energy analyst.

Len serves as a primary contact on many of the firm’s private and institutional relationships. He received his B.A. in Accounting and M.B.A. from Texas Christian University with Honors.

Len’s interests outside of investing include painting and reading scientific journals.

Quote: “One thing I have learned from a long life; that all our science, measured against reality, is primitive and childlike – and yet it is the most precious thing we have.” – Albert Einstein

Quote: “Mathematics is ordinarily considered as producing precise and dependable results; but in the stock market the more elaborate and abstruse the mathematics the more uncertain and speculative are the conclusions we draw there from… Whenever calculus is brought in, or higher algebra, you could take it as a warning that the operator was trying to substitute theory for experience, and usually also to give to speculation the deceptive guise of investment.” – Benjamin Graham